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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Aurora Investment Counsel
Georgia
$1.72M -$992K -10,275 -34%
Deutsche Bank
227
Deutsche Bank
Germany
$1.72M +$273K +2,824 +16%
SG Americas Securities
228
SG Americas Securities
New York
$1.71M -$315K -3,260 -14%
DACS
229
Dymon Asia Capital (Singapore)
Singapore
$1.68M +$1.91M +19,800 New
NW
230
NewEdge Wealth
Pennsylvania
$1.67M -$426K -4,413 -18%
WPC
231
White Pine Capital
Minnesota
$1.64M
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$1.63M -$18.7K -194 -1%
DM
233
Diversified Management
Wisconsin
$1.61M +$1.51M +15,629 +475%
URS
234
Utah Retirement Systems
Utah
$1.6M -$30.3K -314 -2%
VAS
235
Vestmark Advisory Solutions
Massachusetts
$1.6M -$205K -2,123 -10%
JWM
236
JGP Wealth Management
Oregon
$1.57M
BCWM
237
Bartlett & Co Wealth Management
Ohio
$1.55M -$89.3K -925 -5%
HBT
238
Hills Bank & Trust
Iowa
$1.52M -$39.4K -408 -2%
Cerity Partners
239
Cerity Partners
New York
$1.51M -$380K -3,936 -18%
Pacer Advisors
240
Pacer Advisors
Pennsylvania
$1.49M +$368K +3,807 +28%
NAAA
241
New Age Alpha Advisors
New York
$1.48M -$36K -373 -2%
BC
242
Burney Company
Virginia
$1.46M +$705K +7,300 +74%
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$1.43M -$1.26M -13,010 -44%
SC
244
Savant Capital
Illinois
$1.43M +$50.1K +519 +3%
IIM
245
INTECH Investment Management
Florida
$1.4M +$700K +7,246 +78%
IC
246
Inscription Capital
Texas
$1.37M -$137K -1,416 -8%
HBWM
247
Hollow Brook Wealth Management
New York
$1.37M
AIM
248
Allen Investment Management
New York
$1.36M
AWM
249
Apollon Wealth Management
South Carolina
$1.35M -$79.9K -827 -5%
GCM
250
Genus Capital Management
British Columbia, Canada
$1.34M +$1.53M +15,840 New