DCI icon

Donaldson

514 hedge funds and large institutions have $6.92B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 63 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.38% more ownership

Funds ownership: 85.69%86.07% (+0.38%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

2% less funds holding

Funds holding: 523514 (-9)

Holders
514
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
$6.11M
Puts
$5.12M
Net Calls
Net Calls Change

Top Buyers

1 +$95.9M
2 +$64.1M
3 +$23.1M
4
CC
Capital Counsel
New York
+$22.5M
5
UBS Group
UBS Group
Switzerland
+$20.9M

Top Sellers

1 -$21.9M
2 -$19.8M
3 -$17.9M
4
State Street
State Street
Massachusetts
-$16.9M
5
MPI
Mairs & Power Inc
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$1.13M
HBWM
227
Hollow Brook Wealth Management
New York
$1.12M
ZIG
228
Zurich Insurance Group
Switzerland
$1.1M
P
229
&Partners
Tennessee
$1.07M
AIM
230
Allen Investment Management
New York
$1.07M
CFSG
231
Community Financial Services Group
Vermont
$988K
Man Group
232
Man Group
United Kingdom
$973K
SWM
233
Sendero Wealth Management
Texas
$971K
LIM
234
Leavell Investment Management
Alabama
$968K
EB
235
Eastern Bank
Massachusetts
$957K
GIP
236
Granite Investment Partners
California
$956K
GBWM
237
Granite Bay Wealth Management
New Hampshire
$939K
Osaic Holdings
238
Osaic Holdings
Arizona
$932K
X
239
Xponance
Pennsylvania
$930K
NAAA
240
New Age Alpha Advisors
New York
$929K
SG Americas Securities
241
SG Americas Securities
New York
$912K
CAU
242
Caxton Associates (UK)
$909K
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$862K
EMPI
244
Elo Mutual Pension Insurance
Finland
$862K
NYLIM
245
New York Life Investment Management
New York
$857K
BONH
246
Bank of New Hampshire
New Hampshire
$845K
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$834K
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
$816K
NIM
249
NEOS Investment Management
Connecticut
$795K
TE
250
Tema ETFs
New York
$795K