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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
RWM
601
Raffa Wealth Management
District of Columbia
$1.79K
BHWM
602
Bay Harbor Wealth Management
Maryland
$1.79K +$172 +2 +11%
BWL
603
Bogart Wealth LLC
Virginia
$1.71K -$516 -6 -24%
MAM
604
Marquette Asset Management
Minnesota
$1.62K -$516 -6 -25%
RF
605
Rossby Financial
Florida
$1.53K +$344 +4 +31%
CPG
606
Cornerstone Planning Group
New Jersey
$1.47K -$86 -1 -6%
SC
607
SouthState Corp
Florida
$1.44K
FHC
608
First Horizon Corporation
Tennessee
$1.35K
KG
609
Kilter Group
New York
$1.35K
HIA
610
HFM Investment Advisors
New Jersey
$1.17K +$516 +6 +86%
CMA
611
Cedar Mountain Advisors
Oregon
$1.17K
SS
612
SBI Securities
Japan
$1.17K
HFS
613
Hughes Financial Services
Virginia
$1.17K +$516 +6 +86%
QWM
614
Quaker Wealth Management
New Jersey
$898 -$86 -1 -9%
ACA
615
American Capital Advisory
Idaho
$629 -$172 -2 -22%
PS
616
Planning Strategies
Pennsylvania
$628 +$602 +7 New
SFS
617
Sunrise Financial Services
Washington
$539
SWM
618
SHP Wealth Management
Massachusetts
$499 +$86 +1 +20%
CIAM
619
Caitong International Asset Management
Hong Kong
$359 -$86 -1 -20%
PMFA
620
Plante Moran Financial Advisors
Michigan
$269 +$258 +3 New
DF
621
DecisionPoint Financial
Arizona
$266 +$258 +3 New
FMP
622
Financial Management Professionals
Texas
$180 -$258 -3 -60%
MCA
623
Maryland Capital Advisors
Maryland
$90 +$86 +1 New
TAP
624
Tounjian Advisory Partners
Florida
$63 +$86 +1 New
SCM
625
SG Capital Management
Illinois
-$24.8M -292,111 Closed

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.