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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 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 funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

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

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
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
AAS
251
Avantax Advisory Services
Texas
$762K
DAS
252
Dynamic Advisor Solutions
Arizona
$741K
SC
253
Savant Capital
Illinois
$731K
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$728K
SOW
255
State of Wyoming
Wyoming
$719K
MFG
256
MidWestOne Financial Group
Iowa
$717K
HH
257
Hilltop Holdings
Texas
$702K
BC
258
Burney Company
Virginia
$692K
IIC
259
Ironwood Investment Counsel
Arizona
$688K
IC
260
IEQ Capital
California
$678K
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$668K
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$661K
KIM
263
Kestra Investment Management
Texas
$656K
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$654K
IHL
265
Investment House LLC
California
$652K
QT
266
Quantbot Technologies
New York
$648K
CGH
267
Crossmark Global Holdings
Texas
$643K
Man Group
268
Man Group
United Kingdom
$639K
CDDEC
269
Caisse Des Depots Et Consignations
France
$637K
FC
270
FORA Capital
Florida
$634K
SA
271
Sylvest Advisors
Texas
$633K
SAM
272
Securian Asset Management
Minnesota
$628K
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$613K
M
274
Mirova
France
$595K
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$586K