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Donaldson
DCI

Overview Fund Activity

519 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 194 reducing their positions, and 52 closing their positions.

Holders
519
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
6.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
62
Increased
159
Reduced
194
Closed
52
Calls
$11.3M
Puts
$14.1M
Net Calls
-$2.78M
Net Calls Change
-$3.77M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.4M
2
BTW
2
Boston Trust Walden
Massachusetts
$196M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$137M
4
QCM
4
Quantinno Capital Management
New York
$17.1M
5
ECM
5
ExodusPoint Capital Management
New York
$11.1M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$55.2M
2
MPI
2
Mairs & Power Inc
Minnesota
$57.5M
3
BlackRock
3
BlackRock
New York
$747M
4
GKIM
4
GW&K Investment Management
Massachusetts
$0
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
451
Arax Advisory Partners
Colorado
$11.5K -$10.8K -155 -48%
TCOT
452
Trust Company of Toledo
Ohio
$10.1K +$10.1K +145 New
HWM
453
Hemington Wealth Management
Virginia
$10K +$1.11K +17 +13%
GWSG
454
GPS Wealth Strategies Group
Colorado
$9.71K – – –
JWA
455
JFS Wealth Advisors
Pennsylvania
$9.29K -$1.11K -16 -11%
WTFG
456
Wood Tarver Financial Group
Idaho
$9K – – –
Mitsubishi UFJ Asset Management
457
Mitsubishi UFJ Asset Management
Japan
$8.32K – – –
TPWA
458
Twin Peaks Wealth Advisors
California
$8.26K +$8.26K +112 New
MCM
459
MAI Capital Management
Ohio
$8.11K +$7.14K +103 +736%
JFA
460
JNBA Financial Advisors
Minnesota
$7.77K – – –
CT
461
Clearstead Trust
Maine
$7.63K +$7.63K +110 New
TWD
462
True Wealth Design
Ohio
$7.42K +$2.43K +35 +49%
LI
463
LRI Investments
Florida
$7K – – –
CFD
464
Creative Financial Designs
Indiana
$6.59K +$694 +10 +12%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$6.59K +$763 +11 +13%
ATC
466
Adirondack Trust Company
New York
$6.31K – – –
DWM
467
Dogwood Wealth Management
Kansas
$6.29K +$6.29K +89 New
MSWM
468
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K – – –
IWM
469
IMG Wealth Management
Florida
$5.9K +$5.9K +85 New
HIW
470
Holos Integrated Wealth
Pennsylvania
$5.63K – – –
RJA
471
Ross\Johnson & Associates
Minnesota
$5.55K – – –
GRP
472
Global Retirement Partners
California
$5.06K +$5.06K +73 New
AA
473
Ancora Advisors
Ohio
$4.99K +$4.99K +72 New
BFS
474
Bare Financial Services
Pennsylvania
$4.72K +$3.81K +55 +423%
PB
475
Pinnacle Bancorp
Nebraska
$4.58K -$2.08K -30 -31%
17 18
19
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