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Donaldson

526 hedge funds and large institutions have $7.56B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 159 increasing their positions, 199 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

8% more capital invested

Capital invested by funds: $7B → $7.56B (+$564M)

1% more funds holding

Funds holding: 519526 (+7)

0.83% more ownership

Funds ownership: 87.04%87.87% (+0.83%)

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 199

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
526
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
6.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
62
Increased
159
Reduced
199
Closed
52
Calls
$11.3M
Puts
$14.1M
Net Calls
-$2.78M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$22.5M -$2.1M -31,267 -9%
CIM
52
Confluence Investment Management
Missouri
$21.7M -$414K -6,155 -2%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$20.5M -$316K -4,703 -2%
SIM
54
Sprucegrove Investment Management
Ontario, Canada
$19.1M -$47.1K -700 -0.3%
AA
55
ALPS Advisors
Colorado
$17.9M -$124K -1,842 -0.7%
Raymond James Financial
56
Raymond James Financial
Florida
$17.9M -$173K -2,576 -1%
HA
57
Heartland Advisors
Wisconsin
$17.8M +$3.62M +53,790 +27%
QCM
58
Quantinno Capital Management
New York
$17.1M +$9.6M +142,750 +138%
US Bancorp
59
US Bancorp
Minnesota
$16.8M -$1.68M -25,034 -9%
Legal & General Group
60
Legal & General Group
United Kingdom
$16.3M +$64.8K +964 +0.4%
Swiss National Bank
61
Swiss National Bank
Switzerland
$15.8M -$195K -2,900 -1%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$15.4M -$1.47M -21,846 -9%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$15.2M -$4.69M -69,677 -24%
N
64
Nuveen
North Carolina
$14.8M -$1.4M -20,818 -9%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$14.6M +$959K +14,260 +7%
DS
66
Dudley & Shanley
Florida
$14.5M -$2.41M -35,780 -15%
Treasurer of the State of North Carolina
67
Treasurer of the State of North Carolina
North Carolina
$13.8M +$6.29M +93,492 +89%
Goldman Sachs
68
Goldman Sachs
New York
$12.4M -$6.79M -100,925 -36%
GAM
69
Gotham Asset Management
New York
$12.1M -$105K -1,563 -0.9%
SEI Investments
70
SEI Investments
Pennsylvania
$11.2M +$257K +3,824 +2%
VanEck Associates
71
VanEck Associates
New York
$11.1M -$1.05M -15,677 -9%
ECM
72
ExodusPoint Capital Management
New York
$11.1M +$9.21M +136,877 +599%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$10.8M -$367K -5,455 -3%
Stifel Financial
74
Stifel Financial
Missouri
$10.8M +$95K +1,413 +0.9%
AllianceBernstein
75
AllianceBernstein
Tennessee
$10.5M -$851K -12,652 -8%

DCI Hedge Fund Activity: Q2 2025 in Review

526 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2025, worth a combined $7.56B — up 8.1% from $7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DCI positions and 52 closed out — a net gain of 10 holders — while 159 added to existing stakes and 199 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $32.6M. The largest seller was AQR Capital Management, cutting an estimated $25.4M.

  • 526 institutional investors held Donaldson (DCI) as of Q2 2025, up from 519 in Q1 2025.
  • Funds reported $7.56B of Donaldson stock for Q2 2025, up 8.1% quarter-over-quarter.
  • 62 funds opened new Donaldson positions in Q2 2025 and 52 closed out, a net change of +10 holders.
  • The largest Donaldson buyer in Q2 2025 was Broadwater Capital, an estimated $32.6M added.
  • The largest Donaldson seller in Q2 2025 was AQR Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2025.