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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
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$1.98M +$105K +1,561 +6%
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$1.96M -$508K -7,550 -21%
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$1.92M
Neuberger Berman Group
179
Neuberger Berman Group
New York
$1.88M -$366K -5,448 -17%
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$1.87M +$110K +1,639 +6%
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$8.95K +133 +0.5%
VFA
182
Values First Advisors
Tennessee
$1.84M +$136K +2,021 +8%
DB
183
Danske Bank
Denmark
$1.79M -$9.05M -134,524 -84%
HSBC Holdings
184
HSBC Holdings
United Kingdom
$1.75M -$750K -11,154 -31%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$1.73M
IIA
186
ICW Investment Advisors
Arizona
$1.71M +$33.8K +503 +2%
OPERF
187
Oregon Public Employees Retirement Fund
Oregon
$1.7M +$13.5K +200 +0.8%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$1.69M -$949K -14,106 -37%
PI
189
PineBridge Investments
New York
$1.66M -$3.86M -57,392 -71%
NW
190
NewEdge Wealth
Pennsylvania
$1.66M -$120K -1,778 -7%
Allianz Asset Management
191
Allianz Asset Management
Germany
$1.64M -$2.28M -33,909 -59%
ACM
192
Aster Capital Management
United Arab Emirates
$1.63M +$332K +4,932 +27%
EI
193
Ethic Inc
New York
$1.62M +$249K +3,695 +19%
Lazard Asset Management
194
Lazard Asset Management
New York
$1.6M -$135K -2,012 -8%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$1.54M -$1.73M -25,756 -54%
M&T Bank
196
M&T Bank
New York
$1.53M +$34K +506 +2%
NGA
197
Naples Global Advisors
Florida
$1.53M +$212K +3,151 +17%
ANTB
198
AMG National Trust Bank
Colorado
$1.5M +$1.21K +18 +0.1%
AI
199
Atria Investments
North Carolina
$1.45M -$134K -1,985 -9%
Citadel Advisors
200
Citadel Advisors
Florida
$1.43M -$12.3M -183,162 -90%

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.