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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$865M -$7.92M -117,735 -0.9%
BlackRock
2
BlackRock
New York
$747M -$17.5M -259,770 -2%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$634M
BC
4
Broadwater Capital
Massachusetts
$492M +$32.6M +485,285 +6,835%
State Street
5
State Street
Massachusetts
$362M +$2.48M +36,866 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$285M -$388K -5,775 -0.1%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$227M -$3.57M -53,010 -2%
BTW
8
Boston Trust Walden
Massachusetts
$196M +$13.7M +203,957 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$196M +$1.44M +21,334 +0.8%
FMI
10
Fiduciary Management Inc
Wisconsin
$173M -$729K -10,835 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$145M +$3.19M +47,447 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$137M +$10.5M +155,506 +9%
First Trust Advisors
13
First Trust Advisors
Illinois
$125M -$2.87M -42,649 -2%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$111M -$129K -1,917 -0.1%
American Century Companies
15
American Century Companies
Missouri
$107M +$3.61M +53,619 +4%
Invesco
16
Invesco
Georgia
$91.1M -$13.5M -200,692 -13%
CAM
17
Close Asset Management
United Kingdom
$90.1M +$49.2K +731 +0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$80.5M -$3.26M -48,431 -4%
Northern Trust
19
Northern Trust
Illinois
$80.3M -$950K -14,127 -1%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$80.2M -$4.84M -71,997 -6%
EIP
21
Epoch Investment Partners
New York
$69.3M -$1.52M -22,647 -2%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$68.8M -$12.2M -181,911 -15%
Norges Bank
23
Norges Bank
Norway
$68.8M +$947K +14,081 +1%
CC
24
Capital Counsel
New York
$68.5M -$255K -3,796 -0.4%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$68M +$766K +11,381 +1%

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.