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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
251
Man Group
United Kingdom
$1.33M -$273K -2,823 -15%
DIA
252
Dean Investment Associates
Ohio
$1.32M -$329K -3,405 -18%
BHCM
253
Brevan Howard Capital Management
Jersey
$1.27M +$1.45M +15,009 New
SFA
254
Sequoia Financial Advisors
Ohio
$1.27M -$30.4K -315 -2%
ECM
255
Evergreen Capital Management
Washington
$1.24M -$124K -1,287 -8%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$1.24M -$44.4K -460 -3%
EHWM
257
Eads & Heald Wealth Management
Georgia
$1.22M -$26.1K -270 -2%
NYLIM
258
New York Life Investment Management
New York
$1.21M +$391K +4,047 +40%
X
259
Xponance
Pennsylvania
$1.21M +$314K +3,247 +30%
QT
260
Quantbot Technologies
New York
$1.21M +$1.37M +14,232 New
PAM
261
PineStone Asset Management
Quebec, Canada
$1.21M -$12.1M -125,133 -90%
AI
262
Atria Investments
North Carolina
$1.2M -$261K -2,707 -16%
GIP
263
Granite Investment Partners
California
$1.19M +$300K +3,110 +28%
GBWM
264
Granite Bay Wealth Management
New Hampshire
$1.19M -$22.1K -229 -2%
LS
265
Livforsakringsbolaget Skandia
Sweden
$1.17M +$109K +1,131 +15%
AG
266
Algert Global
California
$1.17M -$355K -3,680 -21%
HIM
267
Hillsdale Investment Management
Ontario, Canada
$1.16M +$230K +2,380 +21%
Chevy Chase Trust
268
Chevy Chase Trust
Maryland
$1.13M -$43K -445 -3%
M&T Bank
269
M&T Bank
New York
$1.11M -$152K -1,569 -11%
LIM
270
Leavell Investment Management
Alabama
$1.11M
VPIM
271
Vanguard Personalized Indexing Management
California
$1.1M -$31K -321 -2%
CG
272
Caprock Group
Idaho
$1.08M -$559K -5,791 -31%
WS
273
Wedbush Securities
California
$1.07M -$50.9K -527 -4%
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$1.03M -$70.4K -729 -6%
FISPB
275
Fideuram - Intesa Sanpaolo Private Banking
$1.03M +$1.17M +12,120 New