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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
BCI
176
Brinker Capital Investments
Pennsylvania
$2.06M -$88.5K -1,279 -4%
OPS
177
Orion Portfolio Solutions
Nebraska
$2.06M -$88.5K -1,279 -4%
ATS
178
Ashton Thomas Securities
New York
$2.05M +$1.26M +18,246 +159%
Macquarie Group
179
Macquarie Group
Australia
$2.04M
ASN
180
Advisory Services Network
Georgia
$2.02M +$98.4K +1,423 +5%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$2M +$1.27M +18,411 +162%
SOMRS
182
State of Michigan Retirement System
Michigan
$1.92M +$13.8K +200 +0.7%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M +$145K +2,100 +8%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$1.86M -$463K -6,700 -19%
Deutsche Bank
185
Deutsche Bank
Germany
$1.85M +$1.01M +14,603 +113%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$1.81M -$57.1K -825 -3%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$1.78M -$4.22K -61 -0.2%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$1.69M +$85.5K +1,236 +5%
RBC
189
Romano Brothers & Co
Illinois
$1.68M -$13.8K -200 -0.8%
Lazard Asset Management
190
Lazard Asset Management
New York
$1.68M +$221K +3,197 +15%
NMERB
191
New Mexico Educational Retirement Board
New Mexico
$1.67M
Verition Fund Management
192
Verition Fund Management
Connecticut
$1.67M -$870K -12,571 -34%
NW
193
NewEdge Wealth
Pennsylvania
$1.66M +$676K +9,770 +65%
VFA
194
Values First Advisors
Tennessee
$1.64M +$16.8K +243 +1%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$1.63M -$6.92K -100 -0.4%
IIA
196
ICW Investment Advisors
Arizona
$1.62M +$10.4K +150 +0.6%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$1.57M -$158K -2,282 -8%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$1.55M +$648K +9,366 +68%
AI
199
Atria Investments
North Carolina
$1.54M +$621K +8,976 +64%
ECM
200
ExodusPoint Capital Management
New York
$1.53M +$1.58M +22,868 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.