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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 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: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
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
SCM
301
Sterling Capital Management
North Carolina
$588K
BC
302
Broadwater Capital
Massachusetts
$581K
IA
303
Integrity Alliance
Iowa
$561K
Truist Financial
304
Truist Financial
North Carolina
$555K
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$549K
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$546K
NSAM
307
North Star Asset Management
Wisconsin
$540K
William Blair Investment Management
308
William Blair Investment Management
Illinois
$531K
LOAMU
309
Lombard Odier Asset Management (USA)
New York
$530K
OAM
310
Oxford Asset Management
United Kingdom
$520K
TRCT
311
Tower Research Capital (TRC)
New York
$518K
WANY
312
Wealthspire Advisors (New York)
New York
$515K
FFA
313
Farther Finance Advisors
California
$502K
Aristotle Capital Management
314
Aristotle Capital Management
California
$491K
WF
315
Welch & Forbes
Massachusetts
$488K
FNBOO
316
First National Bank of Omaha
Nebraska
$483K
ACIM
317
Azimuth Capital Investment Management
Michigan
$475K
IWC
318
Integrated Wealth Concepts
Massachusetts
$473K
SPIA
319
Steward Partners Investment Advisory
New York
$469K
WI
320
WBI Investments
New Jersey
$469K
MSRPS
321
Maryland State Retirement & Pension System
Maryland
$459K
AC
322
AXQ Capital
New Jersey
$458K
QCG
323
Quadrant Capital Group
Ohio
$451K
NA
324
NewEdge Advisors
Louisiana
$450K
TIAA Trust, National Association
325
TIAA Trust, National Association
North Carolina
$449K