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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
520
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
Lido Advisors
226
Lido Advisors
California
$1.01M
Deutsche Bank
227
Deutsche Bank
Germany
$1.01M
SWM
228
Sendero Wealth Management
Texas
$1M
LIM
229
Leavell Investment Management
Alabama
$1M
GIP
230
Granite Investment Partners
California
$988K
GBWM
231
Granite Bay Wealth Management
New Hampshire
$971K
Osaic Holdings
232
Osaic Holdings
Arizona
$962K
Two Sigma Investments
233
Two Sigma Investments
New York
$955K
X
234
Xponance
Pennsylvania
$932K
CAM
235
Cresset Asset Management
Illinois
$884K
EHWM
236
Eads & Heald Wealth Management
Georgia
$872K
NYLIM
237
New York Life Investment Management
New York
$866K
CAU
238
Caxton Associates (UK)
$862K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$854K
FGP
240
Freestone Grove Partners
California
$852K
PCP
241
Perbak Capital Partners
United Kingdom
$837K
WS
242
Wedbush Securities
California
$833K
VPIM
243
Vanguard Personalized Indexing Management
California
$818K
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$789K
First Eagle Investment Management
245
First Eagle Investment Management
New York
$780K
Federated Hermes
246
Federated Hermes
Pennsylvania
$778K
HI
247
Horizon Investments
North Carolina
$769K
Verition Fund Management
248
Verition Fund Management
Connecticut
$763K
AAS
249
Avantax Advisory Services
Texas
$762K
DAS
250
Dynamic Advisor Solutions
Arizona
$741K