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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 47 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: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
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
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$1.11M
Marshall Wace
252
Marshall Wace
United Kingdom
$1.09M
X
253
Xponance
Pennsylvania
$1.06M
WS
254
Wedbush Securities
California
$1.06M
Mackenzie Financial
255
Mackenzie Financial
Ontario, Canada
$1.03M
VPIM
256
Vanguard Personalized Indexing Management
California
$1M
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$999K
Osaic Holdings
258
Osaic Holdings
Arizona
$998K
NYLIM
259
New York Life Investment Management
New York
$973K
VI
260
Versor Investments
New York
$969K
HIM
261
Hillsdale Investment Management
Ontario, Canada
$925K
SFA
262
Sequoia Financial Advisors
Ohio
$914K
GIP
263
Granite Investment Partners
California
$895K
Man Group
264
Man Group
United Kingdom
$886K
AAP
265
Arax Advisory Partners
Colorado
$883K
Chevy Chase Trust
266
Chevy Chase Trust
Maryland
$859K
Federated Hermes
267
Federated Hermes
Pennsylvania
$857K
SIM
268
Studio Investment Management
Illinois
$857K
DAS
269
Dynamic Advisor Solutions
Arizona
$850K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$850K
CPIG
271
Chicago Partners Investment Group
Illinois
$846K
MFG
272
MidWestOne Financial Group
Iowa
$846K
HH
273
Hilltop Holdings
Texas
$821K
AWA
274
Aaron Wealth Advisors
Illinois
$820K
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$810K