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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

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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
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
Man Group
251
Man Group
United Kingdom
$1.33M
DIA
252
Dean Investment Associates
Ohio
$1.32M
BHCM
253
Brevan Howard Capital Management
Jersey
$1.27M
SFA
254
Sequoia Financial Advisors
Ohio
$1.27M
ECM
255
Evergreen Capital Management
Washington
$1.24M
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$1.24M
EHWM
257
Eads & Heald Wealth Management
Georgia
$1.22M
NYLIM
258
New York Life Investment Management
New York
$1.21M
X
259
Xponance
Pennsylvania
$1.21M
QT
260
Quantbot Technologies
New York
$1.21M
PAM
261
PineStone Asset Management
Quebec, Canada
$1.21M
AI
262
Atria Investments
North Carolina
$1.2M
GIP
263
Granite Investment Partners
California
$1.19M
GBWM
264
Granite Bay Wealth Management
New Hampshire
$1.19M
LS
265
Livforsakringsbolaget Skandia
Sweden
$1.17M
AG
266
Algert Global
California
$1.17M
HIM
267
Hillsdale Investment Management
Ontario, Canada
$1.16M
Chevy Chase Trust
268
Chevy Chase Trust
Maryland
$1.13M
M&T Bank
269
M&T Bank
New York
$1.11M
LIM
270
Leavell Investment Management
Alabama
$1.11M
VPIM
271
Vanguard Personalized Indexing Management
California
$1.1M
CG
272
Caprock Group
Idaho
$1.08M
WS
273
Wedbush Securities
California
$1.07M
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$1.03M
FISPB
275
Fideuram - Intesa Sanpaolo Private Banking
$1.03M