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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
BGWM
551
Bridge Generations Wealth Management
Florida
$819 – – –
GA
552
Guerra Advisors
Florida
$819 +$754 +10 New
QWM
553
Quaker Wealth Management
New Jersey
$655 – – –
ACA
554
American Capital Advisory
Idaho
$655 +$151 +2 +33%
HFS
555
Hughes Financial Services
Virginia
$615 – – –
FC
556
Financial Consulate
Maryland
$573 +$528 +7 New
HIA
557
HFM Investment Advisors
New Jersey
$491 – – –
BHWM
558
Bay Harbor Wealth Management
Maryland
$491 +$75 +1 +20%
TIM
559
Tortoise Investment Management
New York
$409 +$75 +1 +25%
FMP
560
Financial Management Professionals
Texas
$246 – – –
TPBG
561
Turning Point Benefit Group
Maryland
$246 +$226 +3 New
Norges Bank
562
Norges Bank
Norway
– -$68.8M -991,484 Closed
Impax Asset Management Group
563
Impax Asset Management Group
United Kingdom
– -$56.8M -831,185 Closed
EP
564
Edgestream Partners
New Jersey
– -$9.43M -135,984 Closed
Jacobs Levy Equity Management
565
Jacobs Levy Equity Management
New Jersey
– -$4.47M -64,449 Closed
SGA
566
Strategic Global Advisors
California
– -$2.3M -33,186 Closed
PI
567
PineBridge Investments
New York
– -$1.66M -23,976 Closed
Lazard Asset Management
568
Lazard Asset Management
New York
– -$1.6M -23,077 Closed
FC
569
Farringdon Capital
United Kingdom
– -$1.27M -18,361 Closed
CC
570
Centiva Capital
New York
– -$1.1M -15,884 Closed
CAU
571
Caxton Associates (UK)
– -$862K -12,434 Closed
FGP
572
Freestone Grove Partners
California
– -$852K -12,287 Closed
HI
573
Horizon Investments
North Carolina
– -$769K -11,132 Closed
Verition Fund Management
574
Verition Fund Management
Connecticut
– -$763K -11,007 Closed
IC
575
IEQ Capital
California
– -$678K -9,773 Closed
21 22
23
24 25

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.