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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
GC
651
Guggenheim Capital
Illinois
-$218K -2,566 Closed
SI
652
Stirlingshire Investments
New York
-$214K -2,522 Closed
GLA
653
Great Lakes Advisors
Illinois
-$212K -2,500 Closed
AIM
654
Advyzon Investment Management
Illinois
-$211K -2,491 Closed
VBFP
655
Valtinson Bruner Financial Planning
Minnesota
-$206K -2,427 Closed
Twin Tree Management
656
Twin Tree Management
Texas
-$161K -1,893 Closed
RFP
657
Root Financial Partners
California
-$129K -1,516 Closed
AAM
658
Advisors Asset Management
Colorado
-$57.6K -679 Closed
SC
659
Steph & Co
Wisconsin
-$46.7K -550 Closed
OWA
660
Opal Wealth Advisors
New York
-$42.6K -501 Closed
TLFA
661
True Link Financial Advisors
California
-$36.2K -426 Closed
MCM
662
MAI Capital Management
Ohio
-$34.3K -404 Closed
TPWA
663
Twin Peaks Wealth Advisors
California
-$24K -283 Closed
Walleye Capital
664
Walleye Capital
New York
-$17.2K -203 Closed
DWP
665
Destiny Wealth Partners
Florida
-$17K -200 Closed
IAAG
666
Innovative Asset Advisors Group
Connecticut
-$13.7K -161 Closed
TWM
667
TopTier Wealth Management
Wisconsin
-$6.96K -82 Closed
TWC
668
TD Waterhouse Canada
Ontario, Canada
-$6.54K -76 Closed
IWS
669
Intentional Wealth Strategies
Colorado
-$3.9K -46 Closed
ECM
670
Estabrook Capital Management
New York
-$2.89K -34 Closed
WA
671
Whipplewood Advisors
Colorado
-$1.87K -22 Closed
WOSD
672
WFA of San Diego
California
-$1.53K -18 Closed
FFA
673
Frazier Financial Advisors
Ohio
-$764 -9 Closed
VWM
674
Vermillion Wealth Management
Minnesota
-$594 -7 Closed
CFM
675
Cornerstone Financial Management
Massachusetts
-$424 -5 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.