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Donaldson

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: 13 (+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: 526562 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
451
Kentucky Trust Company
Kentucky
$122K
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$114K +$83.3K +1,105 +389%
BONH
453
Bank of New Hampshire
New Hampshire
$114K -$73.7K -977 -41%
RFP
454
Root Financial Partners
California
$109K +$101K +1,333 New
BNP Paribas Asset Management
455
BNP Paribas Asset Management
France
$109K +$1.36K +18 +1%
S
456
SignatureFD
Georgia
$105K +$18.6K +247 +24%
HFS
457
Hantz Financial Services
Michigan
$102K +$62.9K +834 +200%
UFF
458
USA Financial Formulas
Michigan
$98.8K -$226 -3 -0.2%
IA
459
IFP Advisors
Florida
$95.2K -$52.6K -697 -37%
C
460
Covestor
United Kingdom
$92K -$62K -822 -42%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$91.6K +$3.92K +52 +5%
MCM
462
Manchester Capital Management
Vermont
$86.4K
CTC
463
Central Trust Company
Missouri
$83.8K +$22.2K +294 +40%
PCFFS
464
Pacific Center for Financial Services
California
$81.8K
ERSOT
465
Employees Retirement System of Texas
Texas
$80K
A
466
AlphaQuest
New York
$78.1K +$4.22K +56 +6%
GG
467
Gleason Group
Kentucky
$65.7K +$226 +3 +0.4%
GWM
468
Geneos Wealth Management
Colorado
$65.5K -$1.66K -22 -3%
UB
469
UMB Bank
Missouri
$61.7K +$4.9K +65 +9%
SS
470
Sunbelt Securities
Texas
$59.1K +$1.06K +14 +2%
HC
471
Hoese & Co
Minnesota
$54K
EP
472
Essential Partners
California
$47.8K +$1.73K +23 +4%
SC
473
Steph & Co
Wisconsin
$43.8K -$9.58K -127 -19%
LSA
474
Leonteq Securities AG
Switzerland
$42.7K +$39.4K +522 New
WB
475
Webster Bank
Connecticut
$40.4K -$1.51K -20 -4%

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.