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Donaldson
DCI

562 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $2.73M

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $7.56B → $8.19B (+$633M)

7% more funds holding

Funds holding: 526 → 562 (+36)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

1.96% less ownership

Funds ownership: 87.87% → 85.91% (-2%)

Holders
562
Holders Change
+36
Holders Change %
+6.84%
% of All Funds
7.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
87
Increased
173
Reduced
192
Closed
46
Calls
$5.32M
Puts
$2.73M
Net Calls
+$2.59M
Net Calls Change
+$5.37M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$87.4M
2
Morgan Stanley
Morgan Stanley
New York
+$30.3M
3
QCM
Quantinno Capital Management
New York
+$14.8M
4
TI
Tidal Investments
Wisconsin
+$13.2M
5
TI
Trexquant Investment
Connecticut
+$10.4M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$56.8M
2
BC
Broadwater Capital
Massachusetts
-$36.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$27.6M
5
MPIA
Mountain Pacific Investment Advisers
Idaho
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
151
Callan Family Office
Pennsylvania
$3.16M -$133K -1,762 -4%
YCM
152
Yousif Capital Management
Michigan
$3.16M -$280K -3,710 -9%
Creative Planning
153
Creative Planning
Kansas
$3.13M +$145K +1,929 +5%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$3.11M +$595K +7,891 +26%
BA
155
Bridgewater Associates
Connecticut
$3.11M +$2.86M +37,948 New
Universal-Beteiligungs- und Servicegesellschaft
156
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.08M +$308K +4,087 +12%
YIH
157
Y-Intercept (HK)
Hong Kong
$3.07M +$2.83M +37,485 New
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$3M – – –
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$3M -$571K -7,573 -17%
KK
160
KLP Kapitalforvaltning
Norway
$2.99M +$271K +3,600 +11%
BAM
161
Ballast Asset Management
Texas
$2.9M +$44.7K +593 +2%
ACM
162
Advisors Capital Management
New Jersey
$2.9M +$66.3K +879 +3%
WIC
163
Willis Investment Counsel
Georgia
$2.88M +$73K +968 +3%
IMRF
164
Illinois Municipal Retirement Fund
Illinois
$2.82M -$350K -4,642 -12%
ASRS
165
Arizona State Retirement System
Arizona
$2.82M -$30.2K -400 -1%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.82M -$76.8K -1,018 -3%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$2.75M – – –
GCM
168
Graham Capital Management
Connecticut
$2.68M +$2.47M +32,700 New
PP
169
PDT Partners
New York
$2.65M +$2.44M +32,414 New
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$2.65M -$90.5K -1,200 -4%
AIC
171
Aurora Investment Counsel
Georgia
$2.64M -$188K -2,497 -7%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$2.59M +$54K +716 +2%
ASN
173
Advisory Services Network
Georgia
$2.59M +$38.6K +512 +2%
FFN
174
Focus Financial Network
Minnesota
$2.56M -$278K -3,692 -11%
STA
175
Summit Trail Advisors
New York
$2.55M +$1.11M +14,781 +90%
5 6
7
8 9

DCI Hedge Fund Activity: Q3 2025 in Review

562 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2025, worth a combined $8.19B — up 8.4% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DCI positions and 46 closed out — a net gain of 41 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $87.4M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $56.8M sold.

  • 562 institutional investors held Donaldson (DCI) as of Q3 2025, up from 526 in Q2 2025.
  • Funds reported $8.19B of Donaldson stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 87 funds opened new Donaldson positions in Q3 2025 and 46 closed out, a net change of +41 holders.
  • The largest Donaldson buyer in Q3 2025 was Victory Capital Management, an estimated $87.4M added.
  • The largest Donaldson seller in Q3 2025 was Impax Asset Management Group, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2025.