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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Aaron Wealth Advisors
Illinois
$1.02M
CPIG
277
Chicago Partners Investment Group
Illinois
$1.02M
HIM
278
Hillsdale Investment Management
Ontario, Canada
$1M
SIM
279
Studio Investment Management
Illinois
$995K
SC
280
Syon Capital
California
$992K
X
281
Xponance
Pennsylvania
$974K
CWM
282
CIBC World Markets
New York
$973K
GIP
283
Granite Investment Partners
California
$970K
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$963K
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$945K
MFG
286
MidWestOne Financial Group
Iowa
$916K
OAM
287
Oxford Asset Management
United Kingdom
$913K
NYLIM
288
New York Life Investment Management
New York
$908K
DAS
289
Dynamic Advisor Solutions
Arizona
$894K
HH
290
Hilltop Holdings
Texas
$889K
EGM
291
Engineers Gate Manager
New York
$887K
BC
292
Burney Company
Virginia
$879K
MIM
293
Morningstar Investment Management
Illinois
$851K
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$847K
IHL
295
Investment House LLC
California
$833K
Federated Hermes
296
Federated Hermes
Pennsylvania
$831K
IIC
297
Ironwood Investment Counsel
Arizona
$829K
VF
298
Virtu Financial
New York
$828K
IIM
299
INTECH Investment Management
Florida
$822K
SA
300
Sylvest Advisors
Texas
$819K