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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
LFG
501
Larson Financial Group
Missouri
$1.07K -$1.87K -27 -63%
GFPC
502
Global Financial Private Client
Florida
$1.07K +$761 +11 +220%
HFS
503
Hantz Financial Services
Michigan
$1K +$553 +8 New
KFGG
504
Keystone Financial Group (Georgia)
Georgia
$990
MCM
505
MAI Capital Management
Ohio
$939
BFS
506
Bare Financial Services
Pennsylvania
$872 +$899 +13 New
LIM
507
Longfellow Investment Management
Massachusetts
$671
BGWM
508
Bridge Generations Wealth Management
Florida
$671 +$692 +10 New
BGAI
509
Bruce G. Allen Investments
Colorado
$604
MAS
510
MPWM Advisory Solutions
Georgia
$536
S
511
Sachetta
Massachusetts
$470
PWM
512
Parkworth Wealth Management
California
$268
PWA
513
Principia Wealth Advisory
Texas
$256 +$277 +4 New
HIA
514
HFM Investment Advisors
New Jersey
$202 +$208 +3 New
CA
515
CoreCap Advisors
Michigan
$201 +$208 +3 New
FMP
516
Financial Management Professionals
Texas
$201 +$208 +3 New
PA
517
PSI Advisors
Florida
$134
BHWM
518
Bay Harbor Wealth Management
Maryland
$134 +$138 +2 New
WAM
519
Weiss Asset Management
Massachusetts
-$12.3M -182,346 Closed
HRCM
520
Hawk Ridge Capital Management
California
-$11.2M -166,200 Closed
AG
521
Algert Global
California
-$9.97M -148,043 Closed
Acadian Asset Management
522
Acadian Asset Management
Massachusetts
-$9.88M -146,815 Closed
Assenagon Asset Management
523
Assenagon Asset Management
Luxembourg
-$9.84M -146,086 Closed
Renaissance Technologies
524
Renaissance Technologies
New York
-$4.4M -65,300 Closed
SO
525
STRS Ohio
Ohio
-$2.16M -32,001 Closed

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.