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Donaldson

610 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 70

0.15% more ownership

Funds ownership: 87.24%87.39% (+0.15%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$325M)

1% less funds holding

Funds holding: 619610 (-9)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
610
Holders Change
-9
Holders Change %
-1.45%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
71
Increased
196
Reduced
224
Closed
70
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
676
Optima Capital
Oregon
-$1.69K -19 Closed
PB
677
Pinnacle Bancorp
Nebraska
-$1.42K -16 Closed
BGWM
678
Bridge Generations Wealth Management
Florida
-$887 -10 Closed
TM
679
Torren Management
California
-$887 -10 Closed
TPBG
680
Turning Point Benefit Group
Maryland
-$265 -3 Closed

DCI Hedge Fund Activity: Q1 2026 in Review

610 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2026, worth a combined $8.59B — down 3.6% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DCI positions and 70 closed out — a net gain of 1 holder — while 196 added to existing stakes and 224 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $172M. The largest seller was Fiduciary Management Inc, cutting an estimated $86.3M.

  • 610 institutional investors held Donaldson (DCI) as of Q1 2026, down from 619 in Q4 2025.
  • Funds reported $8.59B of Donaldson stock for Q1 2026, down 3.6% quarter-over-quarter.
  • 71 funds opened new Donaldson positions in Q1 2026 and 70 closed out, a net change of +1 holder.
  • The largest Donaldson buyer in Q1 2026 was Pictet Asset Management, an estimated $172M added.
  • The largest Donaldson seller in Q1 2026 was Fiduciary Management Inc, an estimated $86.3M sold.

Based on aggregated 13F filings for Q1 2026.