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Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
Evergreen Capital Management
Washington
$1.41M
SFA
252
Sequoia Financial Advisors
Ohio
$1.36M
JCIA
253
Jackson Creek Investment Advisors
Colorado
$1.35M
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$1.33M
ET
255
Entropy Technologies
New York
$1.31M
EHWM
256
Eads & Heald Wealth Management
Georgia
$1.3M
M&T Bank
257
M&T Bank
New York
$1.3M
SWM
258
Sendero Wealth Management
Texas
$1.28M
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$1.28M
GBWM
260
Granite Bay Wealth Management
New Hampshire
$1.26M
XT
261
XTX Topco
Cayman Islands
$1.23M
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$1.22M
Chevy Chase Trust
263
Chevy Chase Trust
Maryland
$1.22M
SA
264
Sanctuary Advisors
Indiana
$1.21M
HF
265
HRT Financial
New York
$1.19M
Osaic Holdings
266
Osaic Holdings
Arizona
$1.18M
VPIM
267
Vanguard Personalized Indexing Management
California
$1.18M
WS
268
Wedbush Securities
California
$1.16M
IA
269
Inspire Advisors
Idaho
$1.16M
LIM
270
Leavell Investment Management
Alabama
$1.16M
SOW
271
State of Wyoming
Wyoming
$1.15M
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$1.14M
Lido Advisors
273
Lido Advisors
California
$1.14M
SSA
274
Schonfeld Strategic Advisors
New York
$1.03M
AWA
275
Aaron Wealth Advisors
Illinois
$1.02M