Donaldson
621 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 179 increasing their positions, 220 reducing their positions, and 42 closing their positions.
961% more call options, than puts
Call options by funds: $3.01M | Put options by funds: $284K
152% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 42
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
10% more funds holding
Funds holding: 564 → 621 (+57)
1.2% more ownership
Funds ownership: 85.91% → 87.11% (+1.2%)
6% more capital inflows, than outflows
Capital inflows: $665M | Capital outflows: $626M
19% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 220
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$148M |
| 2 |
Two Sigma Advisers
New York
|
+$41.9M |
| 3 |
Two Sigma Investments
New York
|
+$34.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$34.5M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
-$43.3M |
| 2 |
CAM
Close Asset Management
London,
United Kingdom
|
-$43.2M |
| 3 |
Janus Henderson Group
London,
|
-$42.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$34.8M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$33.9M |
DCI Hedge Fund Activity: Q4 2025 in Review
621 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2025, worth a combined $8.91B — up 8.7% from $8.19B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new DCI positions and 42 closed out — a net gain of 64 holders — while 179 added to existing stakes and 220 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $148M. The largest seller was Scharf Investments, cutting an estimated $43.3M.
- 621 institutional investors held Donaldson (DCI) as of Q4 2025, up from 564 in Q3 2025.
- Funds reported $8.91B of Donaldson stock for Q4 2025, up 8.7% quarter-over-quarter.
- 106 funds opened new Donaldson positions in Q4 2025 and 42 closed out, a net change of +64 holders.
- The largest Donaldson buyer in Q4 2025 was William Blair Investment Management, an estimated $148M added.
- The largest Donaldson seller in Q4 2025 was Scharf Investments, an estimated $43.3M sold.
Based on aggregated 13F filings for Q4 2025.