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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 %
CPG
501
Cornerstone Planning Group
New Jersey
$1.16K -$799 -11 -41%
CFO
502
CVA Family Office
Colorado
$1.11K +$1.11K +16 New
KG
503
Kilter Group
New York
$1.04K +$1.04K +15 New
AW
504
Avion Wealth
Texas
$1K +$500 +8 +100%
RWM
505
Rialto Wealth Management
New York
$833 +$833 +12 New
HNB
506
Huntington National Bank
Ohio
$832 -$277 -4 -25%
PWA
507
Principia Wealth Advisory
Texas
$832 +$555 +8 +200%
SIC
508
SJS Investment Consulting
Ohio
$694 -$625 -9 -47%
BGWM
509
Bridge Generations Wealth Management
Florida
$694 – – –
LFG
510
Larson Financial Group
Missouri
$555 -$555 -8 -50%
PWM
511
Parkworth Wealth Management
California
$555 +$278 +4 +100%
QWM
512
Quaker Wealth Management
New Jersey
$555 +$555 +8 New
HFS
513
Hughes Financial Services
Virginia
$505 -$1.01K -14 -67%
ACA
514
American Capital Advisory
Idaho
$417 +$417 +6 New
HIA
515
HFM Investment Advisors
New Jersey
$416 +$208 +3 +100%
BHWM
516
Bay Harbor Wealth Management
Maryland
$346 +$208 +3 +150%
TIM
517
Tortoise Investment Management
New York
$277 +$277 +4 New
FMP
518
Financial Management Professionals
Texas
$208 – – –
AT
519
Arlington Trust
Alabama
$208 +$208 +3 New
GKIM
520
GW&K Investment Management
Massachusetts
– -$14.3M -213,631 Closed
CF
521
Corebridge Financial
Texas
– -$8.85M -131,914 Closed
JAM
522
Jupiter Asset Management
United Kingdom
– -$4.87M -72,662 Closed
TMAM
523
Tokio Marine Asset Management
Japan
– -$4.25M -63,382 Closed
Capital Fund Management (CFM)
524
Capital Fund Management (CFM)
France
– -$2.97M -44,298 Closed
ECM
525
Element Capital Management
New York
– -$2.66M -39,681 Closed
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