We are live on ! Find out more
DCI icon

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
XT
551
XTX Topco
Cayman Islands
-$268K -3,995 Closed
SW
552
SkyOak Wealth
Michigan
-$243K -3,631 Closed
GCM
553
Gallacher Capital Management
Colorado
-$235K -3,503 Closed
FPAS
554
Focus Partners Advisor Solutions
Missouri
-$221K -3,293 Closed
LFA
555
Legend Financial Advisors
Pennsylvania
-$207K -3,092 Closed
KAS
556
Kestra Advisory Services
Texas
-$84.5K -1,260 Closed
Simplex Trading
557
Simplex Trading
Illinois
-$80.4K -1,196 Closed
Amundi
558
Amundi
France
-$77.5K -1,158 Closed
VSQM
559
V-Square Quantitative Management
Illinois
-$40.6K -605 Closed
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$39.9K -595 Closed
CFB
561
Cullen/Frost Bankers
Texas
-$28.9K -431 Closed
FPF
562
First Pacific Financial
Washington
-$26.8K -399 Closed
CA
563
Continuum Advisory
Idaho
-$16.7K -249 Closed
HIM
564
Hillsdale Investment Management
Ontario, Canada
-$13.4K -200 Closed
MG
565
Mather Group
Illinois
-$11.6K -173 Closed
MC
566
Montag & Caldwell
Georgia
-$7.58K -113 Closed
QC
567
Quent Capital
New York
-$4.99K -74 Closed
HCP
568
Hexagon Capital Partners
Arkansas
-$3.62K -54 Closed
BBHC
569
Brown Brothers Harriman & Co
New York
-$1.74K -26 Closed
TFA
570
Toth Financial Advisory
Virginia
-$1.34K -20 Closed
WCM
571
WealthTrak Capital Management
Virginia
-$1.34K -20 Closed
GFPC
572
Global Financial Private Client
Florida
-$1.07K -16 Closed
KFGG
573
Keystone Financial Group (Georgia)
Georgia
-$990 -15 Closed
LIM
574
Longfellow Investment Management
Massachusetts
-$671 -10 Closed
MAS
575
MPWM Advisory Solutions
Georgia
-$536 -8 Closed

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.