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Donaldson
DCI

562 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $2.73M

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $7.56B → $8.19B (+$633M)

7% more funds holding

Funds holding: 526 → 562 (+36)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

1.96% less ownership

Funds ownership: 87.87% → 85.91% (-2%)

Holders
562
Holders Change
+36
Holders Change %
+6.84%
% of All Funds
7.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
87
Increased
173
Reduced
192
Closed
46
Calls
$5.32M
Puts
$2.73M
Net Calls
+$2.59M
Net Calls Change
+$5.37M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$87.4M
2
Morgan Stanley
Morgan Stanley
New York
+$30.3M
3
QCM
Quantinno Capital Management
New York
+$14.8M
4
TI
Tidal Investments
Wisconsin
+$13.2M
5
TI
Trexquant Investment
Connecticut
+$10.4M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$56.8M
2
BC
Broadwater Capital
Massachusetts
-$36.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$27.6M
5
MPIA
Mountain Pacific Investment Advisers
Idaho
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
501
Mitsubishi UFJ Asset Management
Japan
$9.82K – – –
JFA
502
JNBA Financial Advisors
Minnesota
$9.17K – – –
CT
503
Clearstead Trust
Maine
$9K – – –
JWA
504
JFS Wealth Advisors
Pennsylvania
$8.6K -$2.19K -29 -22%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$8.27K +$452 +6 +6%
ATC
506
Adirondack Trust Company
New York
$7.45K – – –
MSWM
507
Mowery & Schoenfeld Wealth Management
Illinois
$7.37K – – –
IWM
508
IMG Wealth Management
Florida
$6.96K – – –
AssetMark Inc
509
AssetMark Inc
California
$6.73K +$1.36K +18 +28%
RJA
510
Ross\Johnson & Associates
Minnesota
$6.55K – – –
HIW
511
Holos Integrated Wealth
Pennsylvania
$6.23K – – –
GRP
512
Global Retirement Partners
California
$5.97K – – –
AA
513
Ancora Advisors
Ohio
$5.89K – – –
PB
514
Pinnacle Bancorp
Nebraska
$5.4K – – –
CAL
515
Capital Advisors Ltd
Ohio
$5K – – –
TFA
516
Transamerica Financial Advisors
Florida
$4.99K +$4.6K +61 New
CMA
517
Cedar Mountain Advisors
Oregon
$4.75K +$4.37K +58 New
MCM
518
MAI Capital Management
Ohio
$4.6K -$4.6K -61 -52%
BBHC
519
Brown Brothers Harriman & Co
New York
$4.5K +$4.15K +55 New
CWP
520
Concord Wealth Partners
Virginia
$4.26K – – –
GBT
521
Grove Bank & Trust
Florida
$4.09K +$980 +13 +35%
PWA
522
Physician Wealth Advisors
Utah
$4.01K +$980 +13 +36%
LFG
523
Larson Financial Group
Missouri
$3.44K +$2.56K +34 +425%
RIL
524
Rothschild Investment LLC
Illinois
$3.27K +$1.51K +20 +100%
AAG
525
Armstrong Advisory Group
Massachusetts
$3.27K +$3.02K +40 New
19 20
21
22 23

DCI Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2025, worth a combined $8.19B — up 8.4% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DCI positions and 46 closed out — a net gain of 41 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $87.4M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $56.8M sold.

  • 562 institutional investors held Donaldson (DCI) as of Q3 2025, up from 526 in Q2 2025.
  • Funds reported $8.19B of Donaldson stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 87 funds opened new Donaldson positions in Q3 2025 and 46 closed out, a net change of +41 holders.
  • The largest Donaldson buyer in Q3 2025 was Victory Capital Management, an estimated $87.4M added.
  • The largest Donaldson seller in Q3 2025 was Impax Asset Management Group, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2025.