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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
301
Truist Financial
North Carolina
$555K
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$549K
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$546K
NSAM
304
North Star Asset Management
Wisconsin
$540K
William Blair Investment Management
305
William Blair Investment Management
Illinois
$531K
LOAMU
306
Lombard Odier Asset Management (USA)
New York
$530K
OAM
307
Oxford Asset Management
United Kingdom
$520K
TRCT
308
Tower Research Capital (TRC)
New York
$518K
WANY
309
Wealthspire Advisors (New York)
New York
$515K
FFA
310
Farther Finance Advisors
California
$502K
Aristotle Capital Management
311
Aristotle Capital Management
California
$491K
WF
312
Welch & Forbes
Massachusetts
$488K
FNBOO
313
First National Bank of Omaha
Nebraska
$483K
ACIM
314
Azimuth Capital Investment Management
Michigan
$475K
IWC
315
Integrated Wealth Concepts
Massachusetts
$473K
SPIA
316
Steward Partners Investment Advisory
New York
$469K
WI
317
WBI Investments
New Jersey
$469K
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$459K
AC
319
AXQ Capital
New Jersey
$458K
QCG
320
Quadrant Capital Group
Ohio
$451K
NA
321
NewEdge Advisors
Louisiana
$450K
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$449K
GVAG
323
Great Valley Advisor Group
Delaware
$445K
ICP
324
Impact Capital Partners
Colorado
$444K
P8IP
325
Pier 88 Investment Partners
California
$442K