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Donaldson

560 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 171 increasing their positions, 192 reducing their positions, and 46 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: $ → $

7% more funds holding

Funds holding: 524560 (+36)

1.97% less ownership

Funds ownership: 87.81%85.84% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 192

Holders
560
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
SOW
251
State of Wyoming
Wyoming
$1.11M
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$1.11M
Marshall Wace
253
Marshall Wace
United Kingdom
$1.09M
X
254
Xponance
Pennsylvania
$1.06M
WS
255
Wedbush Securities
California
$1.06M
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$1.03M
VPIM
257
Vanguard Personalized Indexing Management
California
$1M
BNP Paribas Financial Markets
258
BNP Paribas Financial Markets
France
$999K
Osaic Holdings
259
Osaic Holdings
Arizona
$998K
NYLIM
260
New York Life Investment Management
New York
$973K
VI
261
Versor Investments
New York
$969K
HIM
262
Hillsdale Investment Management
Ontario, Canada
$925K
SFA
263
Sequoia Financial Advisors
Ohio
$914K
GIP
264
Granite Investment Partners
California
$895K
Man Group
265
Man Group
United Kingdom
$886K
AAP
266
Arax Advisory Partners
Colorado
$883K
Chevy Chase Trust
267
Chevy Chase Trust
Maryland
$859K
Federated Hermes
268
Federated Hermes
Pennsylvania
$857K
SIM
269
Studio Investment Management
Illinois
$857K
DAS
270
Dynamic Advisor Solutions
Arizona
$850K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$850K
CPIG
272
Chicago Partners Investment Group
Illinois
$846K
MFG
273
MidWestOne Financial Group
Iowa
$846K
HH
274
Hilltop Holdings
Texas
$821K
AWA
275
Aaron Wealth Advisors
Illinois
$820K