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.
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: 619 → 610 (-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: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
+$172M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$90.5M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$64M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$46.9M |
| 5 |
Two Sigma Investments
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$86.3M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$47.5M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$32.7M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$26M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$25.7M |
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.