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Donaldson

560 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, 171 increasing their positions, 192 reducing their positions, and 46 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: $ → $

7% more funds holding

Funds holding: 524560 (+36)

1.97% less ownership

Funds ownership: 87.81%85.84% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 192

Holders
560
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
QT
226
Quantbot Technologies
New York
$1.47M
IFU
227
iSAM Funds (UK)
United Kingdom
$1.45M
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$1.44M
IC
229
Inscription Capital
Texas
$1.43M
PCP
230
Perbak Capital Partners
United Kingdom
$1.41M
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$1.39M
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$1.35M
P
233
&Partners
Tennessee
$1.33M
HBWM
234
Hollow Brook Wealth Management
New York
$1.32M
AIM
235
Allen Investment Management
New York
$1.31M
SC
236
Savant Capital
Illinois
$1.3M
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$1.29M
FAM
238
Formidable Asset Management
Ohio
$1.29M
EHWM
239
Eads & Heald Wealth Management
Georgia
$1.25M
Ensign Peak Advisors
240
Ensign Peak Advisors
Utah
$1.24M
CG
241
Caprock Group
Idaho
$1.22M
NAAA
242
New Age Alpha Advisors
New York
$1.22M
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$1.19M
Deutsche Bank
244
Deutsche Bank
Germany
$1.19M
SWM
245
Sendero Wealth Management
Texas
$1.19M
LIM
246
Leavell Investment Management
Alabama
$1.15M
GBWM
247
Granite Bay Wealth Management
New Hampshire
$1.15M
Lido Advisors
248
Lido Advisors
California
$1.14M
AG
249
Algert Global
California
$1.13M
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$1.12M