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Donaldson

519 hedge funds and large institutions have $7B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $5.12M

1.21% more ownership

Funds ownership: 85.84%87.04% (+1.2%)

1% more capital invested

Capital invested by funds: $6.9B → $7B (+$92.3M)

1% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 178

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

1% less funds holding

Funds holding: 526519 (-7)

Holders
519
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
61
Increased
180
Reduced
178
Closed
62
Calls
$6.11M
Puts
$5.12M
Net Calls
+$986K
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$65.5M
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$64.1M -$748K -10,809 -1%
Impax Asset Management Group
28
Impax Asset Management Group
United Kingdom
$58.1M +$13.1M +189,580 +28%
UBS Group
29
UBS Group
Switzerland
$55.2M +$21.5M +310,970 +61%
Charles Schwab
30
Charles Schwab
California
$51.6M +$536K +7,745 +1%
GCM
31
Geneva Capital Management
Wisconsin
$46.6M -$189K -2,738 -0.4%
T. Rowe Price Investment Management
32
T. Rowe Price Investment Management
Maryland
$44.8M +$2.88M +41,623 +7%
GF
33
Gabelli Funds
New York
$44.7M -$834K -12,050 -2%
Wells Fargo
34
Wells Fargo
California
$41.3M +$7.92M +114,552 +23%
Principal Financial Group
35
Principal Financial Group
Iowa
$40.1M -$7.22M -104,362 -15%
HighTower Advisors
36
HighTower Advisors
Illinois
$39.8M -$510K -7,378 -1%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$39.7M +$1.24M +17,973 +3%
MTC
38
McDaniel Terry & Co
Texas
$37.6M -$123K -1,781 -0.3%
Swedbank
39
Swedbank
Sweden
$34.5M +$17.7M +255,400 +98%
UBS AM
40
UBS AM
Illinois
$31.8M +$2.57M +37,176 +9%
JP Morgan Chase
41
JP Morgan Chase
New York
$30.4M -$1.19M -17,208 -4%
MPIA
42
Mountain Pacific Investment Advisers
Idaho
$30.3M -$1.37M -19,761 -4%
ProShare Advisors
43
ProShare Advisors
Maryland
$28.5M -$1.94M -28,103 -6%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$28.1M -$5.26M -76,069 -15%
GI
45
GAMCO Investors
Connecticut
$26.2M +$48.4K +700 +0.2%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$25.5M +$530K +7,663 +2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$24.1M -$500K -7,221 -2%
Bank of America
48
Bank of America
North Carolina
$23.8M +$7.07M +102,160 +40%
CIC
49
Carnegie Investment Counsel
Ohio
$23.1M +$23.9M +345,453 New
CIM
50
Confluence Investment Management
Missouri
$21.4M -$665K -9,615 -3%

DCI Hedge Fund Activity: Q1 2025 in Review

519 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2025, worth a combined $7B — up 1.3% from $6.9B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DCI and 61 opened new positions — a net loss of 1 holder — while 178 trimmed existing stakes and 180 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $98.9M. The largest seller was Prudential Financial, cutting an estimated $21.9M.

  • 519 institutional investors held Donaldson (DCI) as of Q1 2025, down from 526 in Q4 2024.
  • Funds reported $7B of Donaldson stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 61 funds opened new Donaldson positions in Q1 2025 and 62 closed out, a net change of -1 holder.
  • The largest Donaldson buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $98.9M added.
  • The largest Donaldson seller in Q1 2025 was Prudential Financial, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.