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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
BIA
501
Bell Investment Advisors
California
$1.46K
AAS
502
Ameritas Advisory Services
Nebraska
$1.46K +$1.41K +21 New
TFM
503
TFC Financial Management
Massachusetts
$1.39K
RIL
504
Rothschild Investment LLC
Illinois
$1.39K +$1.34K +20 New
BWL
505
Bogart Wealth LLC
Virginia
$1.32K
PTC
506
Private Trust Company
Ohio
$1.25K -$11.9K -177 -91%
CH
507
Cromwell Holdings
Wyoming
$1.25K +$1.21K +18 New
CPG
508
Cornerstone Planning Group
New Jersey
$1.16K -$740 -11 -41%
CFO
509
CVA Family Office
Colorado
$1.11K +$1.08K +16 New
KG
510
Kilter Group
New York
$1.04K +$1.01K +15 New
AW
511
Avion Wealth
Texas
$1K +$538 +8 +100%
RWM
512
Rialto Wealth Management
New York
$833 +$807 +12 New
HNB
513
Huntington National Bank
Ohio
$832 -$269 -4 -25%
PWA
514
Principia Wealth Advisory
Texas
$832 +$538 +8 +200%
SIC
515
SJS Investment Consulting
Ohio
$694 -$605 -9 -47%
BGWM
516
Bridge Generations Wealth Management
Florida
$694
LFG
517
Larson Financial Group
Missouri
$555 -$538 -8 -50%
PWM
518
Parkworth Wealth Management
California
$555 +$269 +4 +100%
QWM
519
Quaker Wealth Management
New Jersey
$555 +$538 +8 New
HFS
520
Hughes Financial Services
Virginia
$505 -$942 -14 -67%
ACA
521
American Capital Advisory
Idaho
$417 +$404 +6 New
HIA
522
HFM Investment Advisors
New Jersey
$416 +$202 +3 +100%
BHWM
523
Bay Harbor Wealth Management
Maryland
$346 +$202 +3 +150%
TIM
524
Tortoise Investment Management
New York
$277 +$269 +4 New
FMP
525
Financial Management Professionals
Texas
$208

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.