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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
251
Brevan Howard Capital Management
Jersey
$1.27M
SFA
252
Sequoia Financial Advisors
Ohio
$1.27M
ECM
253
Evergreen Capital Management
Washington
$1.24M
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$1.24M
EHWM
255
Eads & Heald Wealth Management
Georgia
$1.22M
NYLIM
256
New York Life Investment Management
New York
$1.21M
X
257
Xponance
Pennsylvania
$1.21M
QT
258
Quantbot Technologies
New York
$1.21M
PAM
259
PineStone Asset Management
Quebec, Canada
$1.21M
AI
260
Atria Investments
North Carolina
$1.2M
GIP
261
Granite Investment Partners
California
$1.19M
GBWM
262
Granite Bay Wealth Management
New Hampshire
$1.19M
LS
263
Livforsakringsbolaget Skandia
Sweden
$1.17M
AG
264
Algert Global
California
$1.17M
HIM
265
Hillsdale Investment Management
Ontario, Canada
$1.16M
Chevy Chase Trust
266
Chevy Chase Trust
Maryland
$1.13M
M&T Bank
267
M&T Bank
New York
$1.11M
LIM
268
Leavell Investment Management
Alabama
$1.11M
VPIM
269
Vanguard Personalized Indexing Management
California
$1.1M
CG
270
Caprock Group
Idaho
$1.08M
WS
271
Wedbush Securities
California
$1.07M
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$1.03M
FISPB
273
Fideuram - Intesa Sanpaolo Private Banking
$1.03M
MAM
274
Martingale Asset Management
Massachusetts
$1M
IA
275
Inspire Advisors
Idaho
$969K