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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
UBS Group
26
UBS Group
Switzerland
$60M +$2.83M +42,002 +5%
MPI
27
Mairs & Power Inc
Minnesota
$57.5M -$19.5M -290,644 -26%
Impax Asset Management Group
28
Impax Asset Management Group
United Kingdom
$56.8M -$3.19M -47,447 -5%
Charles Schwab
29
Charles Schwab
California
$55.4M +$1.98M +29,457 +4%
AQR Capital Management
30
AQR Capital Management
Connecticut
$55.2M -$25.4M -376,938 -32%
SI
31
Scharf Investments
California
$52.7M -$1.61M -23,878 -3%
GCM
32
Geneva Capital Management
Wisconsin
$51.1M +$2.76M +40,961 +6%
GF
33
Gabelli Funds
New York
$45.8M -$437K -6,500 -1%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$44.7M +$3.51M +52,252 +9%
Wells Fargo
35
Wells Fargo
California
$42.5M -$225K -3,340 -0.5%
HighTower Advisors
36
HighTower Advisors
Illinois
$40.5M -$603K -8,966 -2%
UBS AM
37
UBS AM
Illinois
$40.4M +$7.29M +108,372 +23%
MTC
38
McDaniel Terry & Co
Texas
$38.6M -$241K -3,590 -0.6%
Principal Financial Group
39
Principal Financial Group
Iowa
$36.6M -$4.72M -70,153 -12%
ProShare Advisors
40
ProShare Advisors
Maryland
$35.9M +$6.22M +92,539 +22%
Swedbank
41
Swedbank
Sweden
$35.7M
Millennium Management
42
Millennium Management
New York
$33.4M +$17.3M +257,687 +115%
T. Rowe Price Investment Management
43
T. Rowe Price Investment Management
Maryland
$32.3M -$13.6M -202,537 -30%
JP Morgan Chase
44
JP Morgan Chase
New York
$32.2M +$770K +11,451 +3%
MPIA
45
Mountain Pacific Investment Advisers
Idaho
$29.6M -$1.61M -23,997 -5%
GI
46
GAMCO Investors
Connecticut
$26.9M -$108K -1,600 -0.4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$26.5M -$581K -8,640 -2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$24M -$843K -12,534 -3%
CIC
49
Carnegie Investment Counsel
Ohio
$24M +$53.9K +802 +0.2%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$23.3M -$5.65M -83,950 -20%

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.