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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
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
MAM
276
Martingale Asset Management
Massachusetts
$1M
IA
277
Inspire Advisors
Idaho
$969K
SIM
278
Studio Investment Management
Illinois
$955K
EF
279
Empowered Funds
Pennsylvania
$951K
Osaic Holdings
280
Osaic Holdings
Arizona
$935K
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$918K
BFM
282
Boothbay Fund Management
New York
$914K
SOW
283
State of Wyoming
Wyoming
$882K
NB
284
Nicolet Bankshares
Wisconsin
$877K
CPIG
285
Chicago Partners Investment Group
Illinois
$869K
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$845K
AWA
287
Aaron Wealth Advisors
Illinois
$836K
FGP
288
Freestone Grove Partners
California
$827K
RG
289
Renaissance Group
Kentucky
$822K
DAS
290
Dynamic Advisor Solutions
Arizona
$818K
Lido Advisors
291
Lido Advisors
California
$804K
IHL
292
Investment House LLC
California
$798K
SWM
293
Sendero Wealth Management
Texas
$797K
DT
294
Diversified Trust
Tennessee
$786K
Federated Hermes
295
Federated Hermes
Pennsylvania
$783K
Mackenzie Financial
296
Mackenzie Financial
Ontario, Canada
$782K
II
297
Inspire Investing
Idaho
$781K
SA
298
Sylvest Advisors
Texas
$780K
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$773K
CAM
300
Cresset Asset Management
Illinois
$761K