Donaldson
520 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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more call options, than puts
Call options by funds: $6.11M | Put options by funds: $5.12M
1.2% more ownership
Funds ownership: 85.84% → 87.04% (+1.2%)
1% more capital invested
Capital invested by funds: $6.9B → $7B (+$92.2M)
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: 527 → 520 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$98.9M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$66.2M |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$23.9M |
| 4 |
CC
Capital Counsel
New York
|
+$23.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$21.9M |
| 2 |
BlackRock
New York
|
-$20.4M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$18.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$17.5M |
| 5 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$13.1M |
DCI Hedge Fund Activity: Q1 2025 in Review
520 of the 7,471 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.
- 520 institutional investors held Donaldson (DCI) as of Q1 2025, down from 527 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.