DCI icon

Donaldson

556 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, 169 increasing their positions, 191 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: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
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
AWA
276
Aaron Wealth Advisors
Illinois
$820K
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$810K
BC
278
Burney Company
Virginia
$810K
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$795K
IIC
280
Ironwood Investment Counsel
Arizona
$787K
MIM
281
Morningstar Investment Management
Illinois
$786K
IHL
282
Investment House LLC
California
$769K
CGH
283
Crossmark Global Holdings
Texas
$765K
OQS
284
Occudo Quantitative Strategies
Florida
$749K
SC
285
Syon Capital
California
$749K
SA
286
Sylvest Advisors
Texas
$734K
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$723K
SAM
288
Securian Asset Management
Minnesota
$714K
VCA
289
Verdence Capital Advisors
Maryland
$711K
M
290
Mirova
France
$702K
MOS
291
MGO One Seven
Ohio
$677K
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K
GT
293
Glenview Trust
Kentucky
$655K
PAM
294
Panagora Asset Management
Massachusetts
$646K
GFA
295
Gallagher Fiduciary Advisors
Illinois
$627K
BPC
296
Bearing Point Capital
Minnesota
$622K
MAM
297
Martingale Asset Management
Massachusetts
$619K
AF
298
Affiance Financial
Minnesota
$600K
RG
299
Renaissance Group
Kentucky
$594K
BP
300
Ballentine Partners
Massachusetts
$589K