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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
AWS
551
Atria Wealth Solutions
New York
-$256K -3,800 Closed
KI
552
Kapitalo Investimentos
Brazil
-$246K -3,650 Closed
1C
553
111 Capital
France
-$245K -3,636 Closed
BC
554
Bridgefront Capital
Texas
-$232K -3,440 Closed
AWE
555
Avidian Wealth Enterprises
Texas
-$216K -3,200 Closed
IFU
556
iSAM Funds (UK)
United Kingdom
-$211K -3,135 Closed
LAM
557
Longboard Asset Management
Arizona
-$201K -2,980 Closed
SI
558
Stephens Inc
Arkansas
-$200K -2,976 Closed
HT
559
Headlands Technologies
Illinois
-$151K -2,249 Closed
NL
560
NKCFO LLC
Illinois
-$104K -1,545 Closed
LDB
561
Lee, Danner & Bass
Tennessee
-$90.9K -1,350 Closed
MFG
562
Menard Financial Group
Texas
-$90K -1,337 Closed
QL
563
Quarry LP
New York
-$72.2K -1,072 Closed
CIAM
564
Caitong International Asset Management
Hong Kong
-$58.9K -874 Closed
OC
565
Oarsman Capital
Wisconsin
-$53.6K -796 Closed
VWM
566
Venturi Wealth Management
Texas
-$52.6K -781 Closed
MA
567
Montag & Associates
Georgia
-$47.1K -700 Closed
CT
568
Colonial Trust
South Carolina
-$25.5K -378 Closed
EBA
569
Eagle Bay Advisors
New York
-$22.8K -339 Closed
CCA
570
Catalyst Capital Advisors
New York
-$21.7K -322 Closed
QT
571
Quantbot Technologies
New York
-$19.2K -285 Closed
CTA
572
Colonial Trust Advisors
South Carolina
-$13.5K -200 Closed
WAS
573
Winch Advisory Services
Wisconsin
-$7.14K -106 Closed
LFA
574
LGT Financial Advisors
Texas
-$4.92K -73 Closed
CAS
575
Coppell Advisory Solutions
Texas
-$2.62K -39 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.