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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
276
Dark Forest Capital Management
Puerto Rico
$583K
VCA
277
Verdence Capital Advisors
Maryland
$581K
MAM
278
Martingale Asset Management
Massachusetts
$574K
MOS
279
MGO One Seven
Ohio
$573K
CPIG
280
Chicago Partners Investment Group
Illinois
$563K
GT
281
Glenview Trust
Kentucky
$555K
SCM
282
Sterling Capital Management
North Carolina
$550K
PAM
283
Panagora Asset Management
Massachusetts
$548K
SIM
284
Studio Investment Management
Illinois
$544K
Optiver Holding
285
Optiver Holding
Netherlands
$540K
GFA
286
Gallagher Fiduciary Advisors
Illinois
$532K
BPC
287
Bearing Point Capital
Minnesota
$527K
Schroder Investment Management Group
288
Schroder Investment Management Group
United Kingdom
$525K
RG
289
Renaissance Group
Kentucky
$524K
SG Americas Securities
290
SG Americas Securities
New York
$522K
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$506K
NERM
292
New England Research & Management
Illinois
$505K
BP
293
Ballentine Partners
Massachusetts
$501K
SFA
294
Sequoia Financial Advisors
Ohio
$495K
WANY
295
Wealthspire Advisors (New York)
New York
$490K
IWC
296
Integrated Wealth Concepts
Massachusetts
$477K
IA
297
Integrity Alliance
Iowa
$475K
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$469K
William Blair Investment Management
299
William Blair Investment Management
Illinois
$465K
NSAM
300
North Star Asset Management
Wisconsin
$457K