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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
RBC
201
Romano Brothers & Co
Illinois
$1.43M -$306K -4,550 -18%
WPC
202
White Pine Capital
Minnesota
$1.42M -$28.6K -425 -2%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$1.4M
Russell Investments Group
204
Russell Investments Group
United Kingdom
$1.4M -$4.91M -72,994 -78%
HW
205
Hancock Whitney
Mississippi
$1.4M +$23.4K +348 +2%
DIA
206
Dean Investment Associates
Ohio
$1.37M +$135K +2,002 +11%
URS
207
Utah Retirement Systems
Utah
$1.36M -$13.8K -205 -1%
ATS
208
Ashton Thomas Securities
New York
$1.36M -$683K -10,152 -34%
EMPI
209
Elo Mutual Pension Insurance
Finland
$1.35M +$449K +6,680 +52%
Nomura Asset Management
210
Nomura Asset Management
Japan
$1.34M
SA
211
Sanctuary Advisors
Indiana
$1.34M -$151K -2,246 -10%
Victory Capital Management
212
Victory Capital Management
Texas
$1.33M -$197K -2,925 -13%
HBT
213
Hills Bank & Trust
Iowa
$1.32M -$38.9K -579 -3%
Cerity Partners
214
Cerity Partners
New York
$1.32M -$105K -1,567 -8%
AWM
215
Apollon Wealth Management
South Carolina
$1.28M -$50.1K -745 -4%
FC
216
Farringdon Capital
United Kingdom
$1.27M +$1.24M +18,361 New
FAM
217
Formidable Asset Management
Ohio
$1.24M
Pictet Asset Management
218
Pictet Asset Management
Switzerland
$1.18M -$78.3K -1,164 -6%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$1.16M -$284K -4,223 -20%
HBWM
220
Hollow Brook Wealth Management
New York
$1.16M
ZIG
221
Zurich Insurance Group
Switzerland
$1.14M
STA
222
Summit Trail Advisors
New York
$1.14M +$1.1M +16,390 New
P
223
&Partners
Tennessee
$1.12M +$5.31K +79 +0.5%
AIM
224
Allen Investment Management
New York
$1.11M
CC
225
Centiva Capital
New York
$1.1M +$524K +7,797 +96%

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.