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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
PAG
151
Private Advisor Group
New Jersey
$2.87M +$89K +1,287 +3%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$2.8M
ECM
153
Element Capital Management
New York
$2.66M +$2.75M +39,681 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$2.58M +$177K +2,553 +7%
Corient Private Wealth
155
Corient Private Wealth
Florida
$2.57M -$321K -4,644 -11%
KK
156
KLP Kapitalforvaltning
Norway
$2.57M -$6.92K -100 -0.3%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$2.56M +$83.4K +1,205 +3%
State of New Jersey Common Pension Fund D
158
State of New Jersey Common Pension Fund D
New Jersey
$2.54M -$84.9K -1,228 -3%
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$2.52M -$507K -7,332 -16%
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$2.46M
HSBC Holdings
161
HSBC Holdings
United Kingdom
$2.43M -$1.07M -15,488 -30%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$2.4M
Baird Financial Group
163
Baird Financial Group
Wisconsin
$2.38M +$4.15K +60 +0.2%
FFN
164
Focus Financial Network
Minnesota
$2.33M +$623 +9 +0%
IC
165
IEQ Capital
California
$2.32M +$693K +10,019 +41%
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$2.32M
ASRS
167
Arizona State Retirement System
Arizona
$2.3M -$34.5K -498 -1%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$2.25M +$20.8K +300 +0.9%
ACM
169
Advisors Capital Management
New Jersey
$2.22M +$17.8K +258 +0.8%
Neuberger Berman Group
170
Neuberger Berman Group
New York
$2.18M -$575K -8,314 -20%
Creative Planning
171
Creative Planning
Kansas
$2.15M +$44.3K +640 +2%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$2.12M -$12.1K -175 -0.6%
BFG
173
Berger Financial Group
Minnesota
$2.11M -$92K -1,330 -4%
GWWM
174
Great Waters Wealth Management
Minnesota
$2.1M
SGA
175
Strategic Global Advisors
California
$2.08M +$2.14M +31,006 New

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.