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Donaldson
DCI

562 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $2.73M

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $7.56B → $8.19B (+$633M)

7% more funds holding

Funds holding: 526 → 562 (+36)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

1.96% less ownership

Funds ownership: 87.87% → 85.91% (-2%)

Holders
562
Holders Change
+36
Holders Change %
+6.84%
% of All Funds
7.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
87
Increased
173
Reduced
192
Closed
46
Calls
$5.32M
Puts
$2.73M
Net Calls
+$2.59M
Net Calls Change
+$5.37M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$87.4M
2
Morgan Stanley
Morgan Stanley
New York
+$30.3M
3
QCM
Quantinno Capital Management
New York
+$14.8M
4
TI
Tidal Investments
Wisconsin
+$13.2M
5
TI
Trexquant Investment
Connecticut
+$10.4M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$56.8M
2
BC
Broadwater Capital
Massachusetts
-$36.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$27.6M
5
MPIA
Mountain Pacific Investment Advisers
Idaho
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
426
Guggenheim Capital
Illinois
$217K +$200K +2,647 New
VBFP
427
Valtinson Bruner Financial Planning
Minnesota
$212K +$195K +2,589 New
EWM
428
Empirical Wealth Management
Washington
$210K +$193K +2,562 New
MCCA
429
Mill Creek Capital Advisors
Pennsylvania
$209K +$193K +2,556 New
QWM
430
Quadcap Wealth Management
Texas
$208K +$191K +2,539 New
ECM
431
Everence Capital Management
Indiana
$203K +$187K +2,480 New
LC
432
LCNB Corp
Ohio
$203K +$187K +2,475 New
CCA
433
Checchi Capital Advisers
California
$202K +$186K +2,473 New
AWE
434
Avidian Wealth Enterprises
Texas
$201K +$185K +2,452 New
AIM
435
Advyzon Investment Management
Illinois
$200K +$184K +2,445 New
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$198K +$182K +2,418 New
CAM
437
Creekmur Asset Management
Illinois
$196K -$113K -1,504 -39%
FDP
438
Financiere des Professionnels
Quebec, Canada
$195K – – –
PS
439
Principal Securities
Iowa
$188K +$302 +4 +0.2%
WT
440
Whittier Trust
California
$167K – – –
EWA
441
EverSource Wealth Advisors
Alabama
$167K +$679 +9 +0.4%
Bessemer Group
442
Bessemer Group
New Jersey
$163K +$7.92K +105 +6%
VI
443
Vestcor Inc
New Brunswick, Canada
$162K – – –
PFBT
444
Parkside Financial Bank & Trust
Missouri
$161K +$679 +9 +0.5%
SAM
445
Shell Asset Management
Netherlands
$151K -$167K -2,211 -55%
SAM
446
Smartleaf Asset Management
Massachusetts
$149K +$74.6K +989 +117%
QL
447
Quarry LP
New York
$137K +$23.9K +317 +23%
BSB
448
Bangor Savings Bank
Maine
$135K – – –
Walleye Capital
449
Walleye Capital
New York
$130K +$120K +1,588 New
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$122K +$112K +1,492 New
16 17
18
19 20

DCI Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2025, worth a combined $8.19B — up 8.4% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DCI positions and 46 closed out — a net gain of 41 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $87.4M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $56.8M sold.

  • 562 institutional investors held Donaldson (DCI) as of Q3 2025, up from 526 in Q2 2025.
  • Funds reported $8.19B of Donaldson stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 87 funds opened new Donaldson positions in Q3 2025 and 46 closed out, a net change of +41 holders.
  • The largest Donaldson buyer in Q3 2025 was Victory Capital Management, an estimated $87.4M added.
  • The largest Donaldson seller in Q3 2025 was Impax Asset Management Group, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2025.