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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 %
AssetMark Inc
476
AssetMark Inc
California
$4.45K +$1.53K +22 +52%
AS
477
Altshuler Shaham
Israel
$4.09K +$208 +3 +5%
CAL
478
Capital Advisors Ltd
Ohio
$4K +$571 +8 +17%
CWP
479
Concord Wealth Partners
Virginia
$3.61K +$624 +9 +21%
CAL
480
Capital Analysts LLC
Pennsylvania
$3K – – –
FFO
481
Fortitude Family Office
Arizona
$2.84K +$2.84K +41 New
GBT
482
Grove Bank & Trust
Florida
$2.57K – – –
PWA
483
Physician Wealth Advisors
Utah
$2.5K +$2.5K +36 New
WA
484
Whipplewood Advisors
Colorado
$2.36K -$1.87K -27 -44%
FGA
485
Fortis Group Advisors
New Jersey
$2.36K – – –
SS
486
SBI Securities
Japan
$2.29K +$277 +4 +14%
T
487
Transce3nd
Texas
$2.22K – – –
BGAI
488
Bruce G. Allen Investments
Colorado
$2.08K +$1.46K +21 +233%
VWA
489
Valued Wealth Advisors
Utah
$1.96K – – –
SC
490
SouthState Corp
Florida
$1.73K -$208 -3 -11%
BCMLT
491
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K – – –
FP
492
Financial Perspectives
Minnesota
$1.53K – – –
DPW
493
DiNuzzo Private Wealth
Pennsylvania
$1.46K -$69 -1 -5%
BIA
494
Bell Investment Advisors
California
$1.46K – – –
AAS
495
Ameritas Advisory Services
Nebraska
$1.46K +$1.46K +21 New
TFM
496
TFC Financial Management
Massachusetts
$1.39K – – –
RIL
497
Rothschild Investment LLC
Illinois
$1.39K +$1.39K +20 New
BWL
498
Bogart Wealth LLC
Virginia
$1.32K – – –
PTC
499
Private Trust Company
Ohio
$1.25K -$12.3K -177 -91%
CH
500
Cromwell Holdings
Wyoming
$1.25K +$1.25K +18 New
18 19
20
21 22