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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
CWP
576
Concord Wealth Partners
Virginia
$4.67K +$4.47K +52 New
AS
577
Altshuler Shaham
Israel
$4.58K +$430 +5 +11%
GBT
578
Grove Bank & Trust
Florida
$4.49K
RIL
579
Rothschild Investment LLC
Illinois
$4.35K -$1.29K -15 -24%
TC
580
Truvestments Capital
Florida
$4.13K
CAL
581
Capital Analysts LLC
Pennsylvania
$4K
AAG
582
Armstrong Advisory Group
Massachusetts
$3.59K
WETS
583
Wealth Enhancement Trust Services
South Dakota
$3.5K -$3.7K -43 -52%
CH
584
Cromwell Holdings
Wyoming
$3.23K +$1.55K +18 +100%
FGA
585
Fortis Group Advisors
New Jersey
$3.05K
AW
586
Avion Wealth
Texas
$3K +$1.03K +12 +52%
RWM
587
Rialto Wealth Management
New York
$2.78K +$774 +9 +41%
BGAI
588
Bruce G. Allen Investments
Colorado
$2.69K
BBHC
589
Brown Brothers Harriman & Co
New York
$2.6K
CA
590
Continuum Advisory
Idaho
$2.6K +$2.49K +29 New
CCMI
591
Creative Capital Management Investments
California
$2.6K +$2.49K +29 New
SL
592
Salomon & Ludwin
Virginia
$2.57K
CA
593
CoreCap Advisors
Michigan
$2.42K -$258 -3 -10%
ADL
594
Asset Dedication LLC
California
$2.06K -$30.4K -354 -94%
DPW
595
DiNuzzo Private Wealth
Pennsylvania
$2.06K
VWA
596
Valued Wealth Advisors
Utah
$2.01K
BIA
597
Bell Investment Advisors
California
$1.89K
CFD
598
Creative Financial Designs
Indiana
$1.89K
TFM
599
TFC Financial Management
Massachusetts
$1.8K
FC
600
Financial Consulate
Maryland
$1.8K

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.