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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
276
Studio Investment Management
Illinois
$955K
EF
277
Empowered Funds
Pennsylvania
$951K
Osaic Holdings
278
Osaic Holdings
Arizona
$935K
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$918K
BFM
280
Boothbay Fund Management
New York
$914K
SOW
281
State of Wyoming
Wyoming
$882K
NB
282
Nicolet Bankshares
Wisconsin
$877K
CPIG
283
Chicago Partners Investment Group
Illinois
$869K
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$845K
AWA
285
Aaron Wealth Advisors
Illinois
$836K
FGP
286
Freestone Grove Partners
California
$827K
RG
287
Renaissance Group
Kentucky
$822K
DAS
288
Dynamic Advisor Solutions
Arizona
$818K
Lido Advisors
289
Lido Advisors
California
$804K
IHL
290
Investment House LLC
California
$798K
SWM
291
Sendero Wealth Management
Texas
$797K
DT
292
Diversified Trust
Tennessee
$786K
Federated Hermes
293
Federated Hermes
Pennsylvania
$783K
Mackenzie Financial
294
Mackenzie Financial
Ontario, Canada
$782K
II
295
Inspire Investing
Idaho
$781K
SA
296
Sylvest Advisors
Texas
$780K
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$773K
CAM
298
Cresset Asset Management
Illinois
$761K
Public Employees Retirement Association of Colorado
299
Public Employees Retirement Association of Colorado
Colorado
$750K
IIC
300
Ironwood Investment Counsel
Arizona
$749K