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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
IWM
476
IMG Wealth Management
Florida
$5.89K +$5.72K +85 New
HIW
477
Holos Integrated Wealth
Pennsylvania
$5.63K
RJA
478
Ross\Johnson & Associates
Minnesota
$5.55K
GRP
479
Global Retirement Partners
California
$5.06K +$4.91K +73 New
AA
480
Ancora Advisors
Ohio
$4.99K +$4.84K +72 New
BFS
481
Bare Financial Services
Pennsylvania
$4.72K +$3.7K +55 +423%
PB
482
Pinnacle Bancorp
Nebraska
$4.58K -$2.02K -30 -31%
AssetMark Inc
483
AssetMark Inc
California
$4.45K +$1.48K +22 +52%
AS
484
Altshuler Shaham
Israel
$4.09K +$202 +3 +5%
CAL
485
Capital Advisors Ltd
Ohio
$4K +$538 +8 +17%
CWP
486
Concord Wealth Partners
Virginia
$3.61K +$605 +9 +21%
CAL
487
Capital Analysts LLC
Pennsylvania
$3K
FFO
488
Fortitude Family Office
Arizona
$2.84K +$2.76K +41 New
GBT
489
Grove Bank & Trust
Florida
$2.57K
PWA
490
Physician Wealth Advisors
Utah
$2.5K +$2.42K +36 New
WA
491
Whipplewood Advisors
Colorado
$2.36K -$1.82K -27 -44%
FGA
492
Fortis Group Advisors
New Jersey
$2.36K
SS
493
SBI Securities
Japan
$2.29K +$269 +4 +14%
T
494
Transce3nd
Texas
$2.22K
BGAI
495
Bruce G. Allen Investments
Colorado
$2.08K +$1.41K +21 +233%
VWA
496
Valued Wealth Advisors
Utah
$1.96K
SC
497
SouthState Corp
Florida
$1.73K -$202 -3 -11%
BCMLT
498
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K
FP
499
Financial Perspectives
Minnesota
$1.53K
DPW
500
DiNuzzo Private Wealth
Pennsylvania
$1.46K -$67 -1 -5%

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.