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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 47 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: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
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
BC
276
Burney Company
Virginia
$810K
LWCFA
277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$795K
IIC
278
Ironwood Investment Counsel
Arizona
$787K
MIM
279
Morningstar Investment Management
Illinois
$786K
IHL
280
Investment House LLC
California
$769K
CGH
281
Crossmark Global Holdings
Texas
$765K
OQS
282
Occudo Quantitative Strategies
Florida
$749K
SC
283
Syon Capital
California
$749K
SA
284
Sylvest Advisors
Texas
$734K
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$723K
SAM
286
Securian Asset Management
Minnesota
$714K
VCA
287
Verdence Capital Advisors
Maryland
$711K
MOS
288
MGO One Seven
Ohio
$677K
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K
GT
290
Glenview Trust
Kentucky
$655K
PAM
291
Panagora Asset Management
Massachusetts
$646K
GFA
292
Gallagher Fiduciary Advisors
Illinois
$627K
BPC
293
Bearing Point Capital
Minnesota
$622K
MAM
294
Martingale Asset Management
Massachusetts
$619K
AF
295
Affiance Financial
Minnesota
$600K
RG
296
Renaissance Group
Kentucky
$594K
BP
297
Ballentine Partners
Massachusetts
$589K
SCM
298
Sterling Capital Management
North Carolina
$588K
BC
299
Broadwater Capital
Massachusetts
$581K
IA
300
Integrity Alliance
Iowa
$561K