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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
HCP
476
Hexagon Capital Partners
Arkansas
$3.62K +$1.31K +19 +54%
CAL
477
Capital Advisors Ltd
Ohio
$3K -$69 -1 -2%
CAL
478
Capital Analysts LLC
Pennsylvania
$3K
CWP
479
Concord Wealth Partners
Virginia
$2.88K
AssetMark Inc
480
AssetMark Inc
California
$2.82K -$692 -10 -19%
GBT
481
Grove Bank & Trust
Florida
$2.48K
FGA
482
Fortis Group Advisors
New Jersey
$2.28K
WA
483
Whipplewood Advisors
Colorado
$2.28K +$1.87K +27 +79%
T
484
Transce3nd
Texas
$2.15K
SS
485
SBI Securities
Japan
$1.95K -$69 -1 -3%
VWA
486
Valued Wealth Advisors
Utah
$1.89K
SC
487
SouthState Corp
Florida
$1.88K +$1.94K +28 New
BBHC
488
Brown Brothers Harriman & Co
New York
$1.74K
CPG
489
Cornerstone Planning Group
New Jersey
$1.72K +$1.87K +27 New
BCMLT
490
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K
DPW
491
DiNuzzo Private Wealth
Pennsylvania
$1.48K
FP
492
Financial Perspectives
Minnesota
$1.48K
HFS
493
Hughes Financial Services
Virginia
$1.42K +$1.45K +21 New
BIA
494
Bell Investment Advisors
California
$1.41K
TFM
495
TFC Financial Management
Massachusetts
$1.35K -$16.9K -245 -92%
TFA
496
Toth Financial Advisory
Virginia
$1.34K
WCM
497
WealthTrak Capital Management
Virginia
$1.34K +$1.38K +20 New
SIC
498
SJS Investment Consulting
Ohio
$1.27K
BWL
499
Bogart Wealth LLC
Virginia
$1.27K +$1.31K +19 New
HNB
500
Huntington National Bank
Ohio
$1.07K -$9.34K -135 -89%

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.