DCI icon

Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 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: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
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
IFU
226
iSAM Funds (UK)
United Kingdom
$1.45M
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$1.44M
IC
228
Inscription Capital
Texas
$1.43M
PCP
229
Perbak Capital Partners
United Kingdom
$1.41M
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$1.39M
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$1.35M
P
232
&Partners
Tennessee
$1.33M
HBWM
233
Hollow Brook Wealth Management
New York
$1.32M
AIM
234
Allen Investment Management
New York
$1.31M
SC
235
Savant Capital
Illinois
$1.3M
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$1.29M
FAM
237
Formidable Asset Management
Ohio
$1.29M
EHWM
238
Eads & Heald Wealth Management
Georgia
$1.25M
Ensign Peak Advisors
239
Ensign Peak Advisors
Utah
$1.24M
CG
240
Caprock Group
Idaho
$1.22M
NAAA
241
New Age Alpha Advisors
New York
$1.22M
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$1.19M
Deutsche Bank
243
Deutsche Bank
Germany
$1.19M
SWM
244
Sendero Wealth Management
Texas
$1.19M
LIM
245
Leavell Investment Management
Alabama
$1.15M
GBWM
246
Granite Bay Wealth Management
New Hampshire
$1.15M
Lido Advisors
247
Lido Advisors
California
$1.14M
AG
248
Algert Global
California
$1.13M
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
$1.12M
SOW
250
State of Wyoming
Wyoming
$1.11M