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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$1.49M
QT
227
Quantbot Technologies
New York
$1.47M
IFU
228
iSAM Funds (UK)
United Kingdom
$1.45M
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$1.44M
IC
230
Inscription Capital
Texas
$1.43M
PCP
231
Perbak Capital Partners
United Kingdom
$1.41M
Pictet Asset Management
232
Pictet Asset Management
Switzerland
$1.39M
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$1.35M
P
234
&Partners
Tennessee
$1.33M
HBWM
235
Hollow Brook Wealth Management
New York
$1.32M
AIM
236
Allen Investment Management
New York
$1.31M
SC
237
Savant Capital
Illinois
$1.3M
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$1.29M
FAM
239
Formidable Asset Management
Ohio
$1.29M
EHWM
240
Eads & Heald Wealth Management
Georgia
$1.25M
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$1.24M
CG
242
Caprock Group
Idaho
$1.22M
NAAA
243
New Age Alpha Advisors
New York
$1.22M
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1.19M
Deutsche Bank
245
Deutsche Bank
Germany
$1.19M
SWM
246
Sendero Wealth Management
Texas
$1.19M
LIM
247
Leavell Investment Management
Alabama
$1.15M
GBWM
248
Granite Bay Wealth Management
New Hampshire
$1.15M
Lido Advisors
249
Lido Advisors
California
$1.14M
AG
250
Algert Global
California
$1.13M