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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$1.05M
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$1.04M
Lido Advisors
228
Lido Advisors
California
$1.01M
Deutsche Bank
229
Deutsche Bank
Germany
$1.01M
SWM
230
Sendero Wealth Management
Texas
$1M
LIM
231
Leavell Investment Management
Alabama
$1M
GIP
232
Granite Investment Partners
California
$988K
GBWM
233
Granite Bay Wealth Management
New Hampshire
$971K
Two Sigma Investments
234
Two Sigma Investments
New York
$955K
X
235
Xponance
Pennsylvania
$932K
Osaic Holdings
236
Osaic Holdings
Arizona
$930K
CAM
237
Cresset Asset Management
Illinois
$884K
EHWM
238
Eads & Heald Wealth Management
Georgia
$872K
NYLIM
239
New York Life Investment Management
New York
$866K
CAU
240
Caxton Associates (UK)
$862K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$854K
FGP
242
Freestone Grove Partners
California
$852K
PCP
243
Perbak Capital Partners
United Kingdom
$837K
WS
244
Wedbush Securities
California
$833K
VPIM
245
Vanguard Personalized Indexing Management
California
$818K
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$789K
First Eagle Investment Management
247
First Eagle Investment Management
New York
$780K
Federated Hermes
248
Federated Hermes
Pennsylvania
$778K
HI
249
Horizon Investments
North Carolina
$769K
Verition Fund Management
250
Verition Fund Management
Connecticut
$763K