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Donaldson

526 hedge funds and large institutions have $7.56B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 199 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

8% more capital invested

Capital invested by funds: $7B → $7.56B (+$564M)

1% more funds holding

Funds holding: 519526 (+7)

0.83% more ownership

Funds ownership: 87.04%87.87% (+0.83%)

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 199

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
526
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
6.93%
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
199
Closed
52
Calls
$11.3M
Puts
$14.1M
Net Calls
-$2.78M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$19.7K -$1.01K -15 -5%
AF
452
Advisornet Financial
Minnesota
$18.4K -$942 -14 -5%
MEG
453
Millstone Evans Group
Colorado
$14.7K
HPC
454
HM Payson & Co
Maine
$13.3K
AF
455
Allworth Financial
California
$13.3K +$5.38K +80 +72%
PWMG
456
Private Wealth Management Group
New Jersey
$12.4K +$5.99K +89 +99%
RA
457
Rise Advisors
New York
$11.5K +$67 +1 +0.6%
AAP
458
Arax Advisory Partners
Colorado
$11.5K -$10.4K -155 -48%
TCOT
459
Trust Company of Toledo
Ohio
$10.1K +$9.75K +145 New
HWM
460
Hemington Wealth Management
Virginia
$10K +$1.14K +17 +13%
GWSG
461
GPS Wealth Strategies Group
Colorado
$9.71K
JWA
462
JFS Wealth Advisors
Pennsylvania
$9.29K -$1.08K -16 -11%
WTFG
463
Wood Tarver Financial Group
Idaho
$9K
Mitsubishi UFJ Asset Management
464
Mitsubishi UFJ Asset Management
Japan
$8.32K
TPWA
465
Twin Peaks Wealth Advisors
California
$8.26K +$7.53K +112 New
MCM
466
MAI Capital Management
Ohio
$8.11K +$6.93K +103 +736%
JFA
467
JNBA Financial Advisors
Minnesota
$7.77K
CT
468
Clearstead Trust
Maine
$7.63K +$7.4K +110 New
TWD
469
True Wealth Design
Ohio
$7.42K +$2.35K +35 +49%
LI
470
LRI Investments
Florida
$7K
CFD
471
Creative Financial Designs
Indiana
$6.59K +$673 +10 +12%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$6.59K +$740 +11 +13%
ATC
473
Adirondack Trust Company
New York
$6.31K
DWM
474
Dogwood Wealth Management
Kansas
$6.29K +$5.99K +89 New
MSWM
475
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K

DCI Hedge Fund Activity: Q2 2025 in Review

526 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2025, worth a combined $7.56B — up 8.1% from $7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DCI positions and 52 closed out — a net gain of 10 holders — while 159 added to existing stakes and 199 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $32.6M. The largest seller was AQR Capital Management, cutting an estimated $25.4M.

  • 526 institutional investors held Donaldson (DCI) as of Q2 2025, up from 519 in Q1 2025.
  • Funds reported $7.56B of Donaldson stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 62 funds opened new Donaldson positions in Q2 2025 and 52 closed out, a net change of +10 holders.
  • The largest Donaldson buyer in Q2 2025 was Broadwater Capital, an estimated $32.6M added.
  • The largest Donaldson seller in Q2 2025 was AQR Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2025.