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Donaldson

519 hedge funds and large institutions have $7B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $5.12M

1.21% more ownership

Funds ownership: 85.84%87.04% (+1.2%)

1% more capital invested

Capital invested by funds: $6.9B → $7B (+$92.3M)

1% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 178

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

1% less funds holding

Funds holding: 526519 (-7)

Holders
519
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
61
Increased
180
Reduced
178
Closed
62
Calls
$6.11M
Puts
$5.12M
Net Calls
+$986K
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$20.2M -$18.5M -267,202 -47%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$19.4M -$204K -2,954 -1%
Goldman Sachs
53
Goldman Sachs
New York
$18.7M +$4.35M +62,864 +29%
Ameriprise
54
Ameriprise
Minnesota
$18.6M -$1.97M -28,524 -9%
SIM
55
Sprucegrove Investment Management
Ontario, Canada
$18.5M -$2.14M -30,970 -10%
US Bancorp
56
US Bancorp
Minnesota
$17.9M -$158K -2,282 -0.8%
AA
57
ALPS Advisors
Colorado
$17.4M +$948K +13,705 +6%
Raymond James Financial
58
Raymond James Financial
Florida
$17.4M +$3.74M +54,107 +26%
DS
59
Dudley & Shanley
Florida
$16.4M -$1.65M -23,785 -9%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$16.4M +$2.82M +40,819 +20%
N
61
Nuveen
North Carolina
$15.7M -$2.34M -33,773 -13%
Legal & General Group
62
Legal & General Group
United Kingdom
$15.7M -$232K -3,348 -1%
Swiss National Bank
63
Swiss National Bank
Switzerland
$15.5M -$270K -3,900 -2%
Millennium Management
64
Millennium Management
New York
$15M +$12.6M +181,602 +429%
GKIM
65
GW&K Investment Management
Massachusetts
$14.3M +$291K +4,205 +2%
Citadel Advisors
66
Citadel Advisors
Florida
$13.7M +$1.45M +20,950 +11%
HA
67
Heartland Advisors
Wisconsin
$13.6M +$239K +3,449 +2%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$13.2M -$13.5K -195 -0.1%
Franklin Resources
69
Franklin Resources
California
$12.7M +$1.82M +26,290 +16%
GAM
70
Gotham Asset Management
New York
$11.8M +$1.82M +26,263 +18%
VanEck Associates
71
VanEck Associates
New York
$11.8M +$1.01M +14,596 +9%
PAM
72
PineStone Asset Management
Quebec, Canada
$11.8M -$1.49M -21,600 -11%
AllianceBernstein
73
AllianceBernstein
Tennessee
$11M -$228K -3,298 -2%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$11M +$285K +4,120 +3%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$10.8M +$377K +5,455 +3%

DCI Hedge Fund Activity: Q1 2025 in Review

519 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2025, worth a combined $7B — up 1.3% from $6.9B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DCI and 61 opened new positions — a net loss of 1 holder — while 178 trimmed existing stakes and 180 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $98.9M. The largest seller was Prudential Financial, cutting an estimated $21.9M.

  • 519 institutional investors held Donaldson (DCI) as of Q1 2025, down from 526 in Q4 2024.
  • Funds reported $7B of Donaldson stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 61 funds opened new Donaldson positions in Q1 2025 and 62 closed out, a net change of -1 holder.
  • The largest Donaldson buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $98.9M added.
  • The largest Donaldson seller in Q1 2025 was Prudential Financial, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.