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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
MGWM
126
Marks Group Wealth Management
Minnesota
$3.94M
SCP
127
Seizert Capital Partners
Michigan
$3.91M +$4.04M +58,350 New
Allianz Asset Management
128
Allianz Asset Management
Germany
$3.86M -$2.78M -40,142 -41%
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$3.82M -$255K -3,684 -6%
PCM
130
Palisade Capital Management
New Jersey
$3.75M +$155K +2,243 +4%
AB
131
Amalgamated Bank
New York
$3.75M -$191K -2,764 -5%
Citigroup
132
Citigroup
New York
$3.74M -$39.2K -566 -1%
RCP
133
Rothschild Capital Partners
New York
$3.64M
AIP
134
Ameritas Investment Partners
Nebraska
$3.53M -$41.7K -603 -1%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M -$3.81K -55 -0.1%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$3.38M +$164K +2,375 +5%
GIA
137
GHP Investment Advisors
Colorado
$3.32M +$174K +2,511 +5%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$3.26M
Comerica Bank
139
Comerica Bank
Texas
$3.26M +$229K +3,312 +7%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$3.22M +$2.29M +33,114 +222%
RFC
141
Regions Financial Corp
Alabama
$3.05M +$988K +14,277 +46%
VF
142
Vest Financial
Virginia
$3.01M +$3.11M +44,924 New
JIC
143
Johnson Investment Counsel
Ohio
$2.98M +$605K +8,741 +25%
Capital Fund Management (CFM)
144
Capital Fund Management (CFM)
France
$2.97M +$1.4M +20,202 +84%
Universal-Beteiligungs- und Servicegesellschaft
145
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.97M +$3.06M +44,240 New
Brown Advisory
146
Brown Advisory
Maryland
$2.96M +$74.2K +1,072 +2%
BG
147
Bahl & Gaynor
Ohio
$2.91M -$4.15K -60 -0.1%
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.9M
CB
149
Commerce Bank
Missouri
$2.88M -$60.7K -878 -2%
YCM
150
Yousif Capital Management
Michigan
$2.88M -$77.5K -1,120 -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.