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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

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

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
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Martingale Asset Management
Massachusetts
$1M +$464K +4,807 +69%
IA
277
Inspire Advisors
Idaho
$969K -$164K -1,702 -13%
SIM
278
Studio Investment Management
Illinois
$955K +$2.22K +23 +0.2%
EF
279
Empowered Funds
Pennsylvania
$951K +$1.08M +11,205 New
Osaic Holdings
280
Osaic Holdings
Arizona
$935K -$220K -2,280 -17%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$918K +$15.6K +162 +2%
BFM
282
Boothbay Fund Management
New York
$914K +$1.04M +10,766 New
SOW
283
State of Wyoming
Wyoming
$882K -$254K -2,625 -20%
NB
284
Nicolet Bankshares
Wisconsin
$877K +$998K +10,334 New
CPIG
285
Chicago Partners Investment Group
Illinois
$869K -$1.06K -11 -0.1%
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$845K
AWA
287
Aaron Wealth Advisors
Illinois
$836K -$161K -1,662 -14%
FGP
288
Freestone Grove Partners
California
$827K +$941K +9,739 New
RG
289
Renaissance Group
Kentucky
$822K +$234K +2,423 +33%
DAS
290
Dynamic Advisor Solutions
Arizona
$818K -$43.5K -450 -4%
Lido Advisors
291
Lido Advisors
California
$804K -$428K -4,433 -32%
IHL
292
Investment House LLC
California
$798K
SWM
293
Sendero Wealth Management
Texas
$797K -$492K -5,095 -35%
DT
294
Diversified Trust
Tennessee
$786K +$662K +6,860 +286%
Federated Hermes
295
Federated Hermes
Pennsylvania
$783K -$14.1K -146 -2%
Mackenzie Financial
296
Mackenzie Financial
Ontario, Canada
$782K +$12.8K +133 +1%
II
297
Inspire Investing
Idaho
$781K +$536K +5,553 +152%
SA
298
Sylvest Advisors
Texas
$780K -$4.35K -45 -0.5%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$773K +$228K +2,357 +35%
CAM
300
Cresset Asset Management
Illinois
$761K +$60K +621 +7%