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Donaldson

626 hedge funds and large institutions have $9.43B invested in Donaldson in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 219 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $2.91M

41% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $8.59B → $9.43B (+$839M)

3.16% more ownership

Funds ownership: 87.39%90.55% (+3.2%)

3% more funds holding

Funds holding: 610626 (+16)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 219

Holders
626
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
215
Reduced
219
Closed
54
Calls
$7.69M
Puts
$2.91M
Net Calls
+$4.78M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
526
Central Trust Company
Missouri
$34.3K -$82.5K -959 -72%
PK
527
Pflug Koory
Nebraska
$32.3K
TWIM
528
TIAA Wealth Investment Management
New York
$32.2K
SGFG
529
Silver Grove Financial Group
New York
$32K +$30.6K +356 New
TCOV
530
Trust Company of Vermont
Vermont
$31.4K +$30.1K +350 New
AF
531
Allworth Financial
California
$28.7K -$86 -1 -0.3%
CA
532
Clearstead Advisors
Ohio
$28.1K +$23.9K +278 +794%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$27K -$4.13K -48 -14%
IA
534
IFG Advisory
Georgia
$24K +$23K +267 New
AF
535
Advisornet Financial
Minnesota
$23.7K
VSQM
536
V-Square Quantitative Management
Illinois
$23.3K +$22.3K +259 New
DWM
537
Dogwood Wealth Management
Kansas
$21K
MEG
538
Millstone Evans Group
Colorado
$19K
QC
539
Quent Capital
New York
$18.1K -$1.55K -18 -8%
ITG
540
Index Technologies Group
New York
$17.8K +$17K +198 New
HPC
541
HM Payson & Co
Maine
$17.2K
EWP
542
Elevation Wealth Partners
California
$16.8K +$14.5K +168 +884%
PWMG
543
Private Wealth Management Group
New Jersey
$16.1K
CFO
544
CVA Family Office
Colorado
$16.1K +$10.5K +122 +214%
BWA
545
Basecamp Wealth Advisors
Washington
$15.1K -$1.03K -12 -7%
National Bank of Canada
546
National Bank of Canada
Quebec, Canada
$14.3K -$30K -349 -69%
AssetMark Inc
547
AssetMark Inc
California
$13.6K +$1.81K +21 +16%
TCOT
548
Trust Company of Toledo
Ohio
$13K
JWA
549
JFS Wealth Advisors
Pennsylvania
$12.9K +$258 +3 +2%
Los Angeles Capital Management
550
Los Angeles Capital Management
California
$12.8K -$30.8K -358 -71%

DCI Hedge Fund Activity: Q2 2026 in Review

626 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2026, worth a combined $9.43B — up 9.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DCI positions and 54 closed out — a net gain of 22 holders — while 215 added to existing stakes and 219 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $83.7M. The largest seller was William Blair Investment Management, cutting an estimated $136M.

  • 626 institutional investors held Donaldson (DCI) as of Q2 2026, up from 610 in Q1 2026.
  • Funds reported $9.43B of Donaldson stock for Q2 2026, up 9.8% quarter-over-quarter.
  • 76 funds opened new Donaldson positions in Q2 2026 and 54 closed out, a net change of +22 holders.
  • The largest Donaldson buyer in Q2 2026 was Massachusetts Financial Services, an estimated $83.7M added.
  • The largest Donaldson seller in Q2 2026 was William Blair Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2026.