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Donaldson

626 hedge funds and large institutions have $9.43B invested in Donaldson in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 219 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $2.91M

41% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $8.59B → $9.43B (+$839M)

3.16% more ownership

Funds ownership: 87.39%90.55% (+3.2%)

3% more funds holding

Funds holding: 610626 (+16)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 219

Holders
626
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
215
Reduced
219
Closed
54
Calls
$7.69M
Puts
$2.91M
Net Calls
+$4.78M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MKC
426
M. Kraus & Co
Vermont
$297K
DM
427
Diversified Management
Wisconsin
$296K -$1.34M -15,629 -83%
TWM
428
Trueblood Wealth Management
Ohio
$288K +$276K +3,206 New
First Eagle Investment Management
429
First Eagle Investment Management
New York
$287K
OPW
430
Osprey Private Wealth
New York
$287K
PIM
431
Penobscot Investment Management
Massachusetts
$287K
HFS
432
Hantz Financial Services
Michigan
$282K +$70.2K +816 +35%
UCFA
433
United Capital Financial Advisors
Texas
$279K +$267K +3,103 New
LFA
434
Legend Financial Advisors
Pennsylvania
$278K
1WM
435
1900 Wealth Management
Texas
$277K +$17.2K +200 +7%
RP
436
Riverwater Partners
Wisconsin
$277K +$1.29K +15 +0.5%
MFG
437
Merit Financial Group
Georgia
$275K -$24.9K -290 -9%
QCM
438
QRG Capital Management
Illinois
$272K +$261K +3,030 New
HWAM
439
Hennion & Walsh Asset Management
New Jersey
$271K -$180K -2,091 -41%
WIA
440
World Investment Advisors
California
$270K -$18.7K -217 -6%
HTHT
441
Hemenway Trust Hemenway Trust
New Hampshire
$269K
PT
442
Plimoth Trust
Massachusetts
$269K
WTB
443
Washington Trust Bank
Washington
$269K
RAM
444
Ramirez Asset Management
New York
$266K
PWG
445
Portside Wealth Group
Utah
$259K -$5.42K -63 -2%
TC
446
Tannin Capital
North Carolina
$259K +$7.31K +85 +3%
AU
447
AlphaGrep UK
$258K -$310K -3,606 -56%
SAI
448
Savvy Advisors Inc
New York
$258K -$27.4K -319 -10%
NA
449
NewEdge Advisors
Louisiana
$256K -$86 -1 -0%
BTI
450
Blue Trust Inc
Georgia
$256K -$6.28K -73 -2%

DCI Hedge Fund Activity: Q2 2026 in Review

626 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2026, worth a combined $9.43B — up 9.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DCI positions and 54 closed out — a net gain of 22 holders — while 215 added to existing stakes and 219 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $83.7M. The largest seller was William Blair Investment Management, cutting an estimated $136M.

  • 626 institutional investors held Donaldson (DCI) as of Q2 2026, up from 610 in Q1 2026.
  • Funds reported $9.43B of Donaldson stock for Q2 2026, up 9.8% quarter-over-quarter.
  • 76 funds opened new Donaldson positions in Q2 2026 and 54 closed out, a net change of +22 holders.
  • The largest Donaldson buyer in Q2 2026 was Massachusetts Financial Services, an estimated $83.7M added.
  • The largest Donaldson seller in Q2 2026 was William Blair Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2026.