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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
Creative Planning
151
Creative Planning
Kansas
$2.52M +$281K +4,179 +13%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$2.46M +$874 +13 +0%
FFN
153
Focus Financial Network
Minnesota
$2.43M +$16.7K +248 +0.7%
ASRS
154
Arizona State Retirement System
Arizona
$2.42M +$42K +624 +2%
BAM
155
Ballast Asset Management
Texas
$2.42M +$2.34M +34,860 New
AIC
156
Aurora Investment Counsel
Georgia
$2.41M +$2.34M +34,781 New
ACM
157
Advisors Capital Management
New Jersey
$2.4M +$97.7K +1,452 +4%
WIC
158
Willis Investment Counsel
Georgia
$2.37M +$1.07M +15,866 +87%
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
$2.33M -$283K -4,210 -11%
Universal-Beteiligungs- und Servicegesellschaft
160
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.33M -$716K -10,638 -24%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.33M +$6.73K +100 +0.3%
SGA
162
Strategic Global Advisors
California
$2.3M +$147K +2,180 +7%
KK
163
KLP Kapitalforvaltning
Norway
$2.28M -$363K -5,400 -14%
ASN
164
Advisory Services Network
Georgia
$2.24M +$65.5K +974 +3%
HF
165
HRT Financial
New York
$2.18M +$2.12M +31,501 New
GWWM
166
Great Waters Wealth Management
Minnesota
$2.17M
BCI
167
Brinker Capital Investments
Pennsylvania
$2.17M +$33.6K +499 +2%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$2.15M +$292K +4,339 +16%
BFG
169
Berger Financial Group
Minnesota
$2.14M -$38.2K -568 -2%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.13M +$145K +2,161 +8%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$2.12M +$496K +7,377 +32%
Macquarie Group
172
Macquarie Group
Australia
$2.1M
Two Sigma Advisers
173
Two Sigma Advisers
New York
$2.07M +$2.01M +29,822 New
SOMRS
174
State of Michigan Retirement System
Michigan
$1.99M +$13.5K +200 +0.7%
Prudential Financial
175
Prudential Financial
New Jersey
$1.98M -$4.95M -73,517 -74%

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.