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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
OCWP
551
Owl Creek Wealth Partners
Colorado
$12.1K
CT
552
Clearstead Trust
Maine
$11.8K +$1.89K +22 +20%
MG
553
Mather Group
Illinois
$11.8K
Mitsubishi UFJ Asset Management
554
Mitsubishi UFJ Asset Management
Japan
$10.8K
JFA
555
JNBA Financial Advisors
Minnesota
$10.1K
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$8.98K -$86 -1 -1%
NWS
557
Nvest Wealth Strategies
Ohio
$8.98K
SEP
558
Signature Equity Partners
Ohio
$8.96K -$6.62K -77 -44%
LI
559
LRI Investments
Florida
$8.44K +$8.09K +94 New
PWA
560
Physician Wealth Advisors
Utah
$8.35K +$2.32K +27 +41%
ATC
561
Adirondack Trust Company
New York
$8.17K
MSWM
562
Mowery & Schoenfeld Wealth Management
Illinois
$8.08K
CFSG
563
Community Financial Services Group
Vermont
$7.97K
FFO
564
Fortitude Family Office
Arizona
$7.9K +$86 +1 +1%
ZBNA
565
Zions Bancorporation, National Association
Utah
$7.54K -$86 -1 -1%
HWP
566
Highline Wealth Partners
California
$7.27K +$6.97K +81 New
AA
567
Ancora Advisors
Ohio
$7K -$69.8K -812 -91%
RJA
568
Ross\Johnson & Associates
Minnesota
$7K
HIW
569
Holos Integrated Wealth
Pennsylvania
$6.98K
APFP
570
Action Point Financial Planning
Michigan
$6.91K +$6.79K +79 New
BFS
571
Bare Financial Services
Pennsylvania
$6.82K
QL
572
Quarry LP
New York
$6.1K +$5.85K +68 New
PWPS
573
Pinnacle Wealth Planning Services
Ohio
$5.83K +$602 +7 +12%
TFA
574
Transamerica Financial Advisors
Florida
$5.75K +$172 +2 +3%
CAL
575
Capital Advisors Ltd
Ohio
$5K

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.