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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
520
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
MAM
276
Martingale Asset Management
Massachusetts
$574K
MOS
277
MGO One Seven
Ohio
$573K
CPIG
278
Chicago Partners Investment Group
Illinois
$563K
GT
279
Glenview Trust
Kentucky
$555K
SCM
280
Sterling Capital Management
North Carolina
$550K
PAM
281
Panagora Asset Management
Massachusetts
$548K
SIM
282
Studio Investment Management
Illinois
$544K
Optiver Holding
283
Optiver Holding
Netherlands
$540K
GFA
284
Gallagher Fiduciary Advisors
Illinois
$532K
BPC
285
Bearing Point Capital
Minnesota
$527K
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
$525K
RG
287
Renaissance Group
Kentucky
$524K
SG Americas Securities
288
SG Americas Securities
New York
$522K
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$506K
NERM
290
New England Research & Management
Illinois
$505K
BP
291
Ballentine Partners
Massachusetts
$501K
SFA
292
Sequoia Financial Advisors
Ohio
$495K
WANY
293
Wealthspire Advisors (New York)
New York
$490K
IWC
294
Integrated Wealth Concepts
Massachusetts
$477K
IA
295
Integrity Alliance
Iowa
$475K
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$469K
William Blair Investment Management
297
William Blair Investment Management
Illinois
$465K
NSAM
298
North Star Asset Management
Wisconsin
$457K
IC
299
Inscription Capital
Texas
$456K
Truist Financial
300
Truist Financial
North Carolina
$452K