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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

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

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
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$750K
IIC
302
Ironwood Investment Counsel
Arizona
$749K -$51K -528 -6%
RWM
303
Ritholtz Wealth Management
New York
$743K +$590K +6,106 +231%
CGH
304
Crossmark Global Holdings
Texas
$729K -$9.66K -100 -1%
SA
305
Sanctuary Advisors
Indiana
$720K -$502K -5,202 -38%
SAM
306
Securian Asset Management
Minnesota
$716K
VCA
307
Verdence Capital Advisors
Maryland
$703K -$30.6K -317 -4%
QC
308
Quadrature Capital
United Kingdom
$701K +$798K +8,263 New
Lazard Asset Management
309
Lazard Asset Management
New York
$694K +$789K +8,175 New
MIM
310
Morningstar Investment Management
Illinois
$686K -$146K -1,512 -16%
GT
311
Glenview Trust
Kentucky
$684K
PAM
312
Panagora Asset Management
Massachusetts
$670K
IWC
313
Integrated Wealth Concepts
Massachusetts
$653K +$743K +7,691 New
SC
314
Syon Capital
California
$644K -$348K -3,606 -32%
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$640K -$194K -2,009 -21%
BPC
316
Bearing Point Capital
Minnesota
$628K +$14.5K +150 +2%
GFA
317
Gallagher Fiduciary Advisors
Illinois
$624K -$30.2K -313 -4%
Truist Financial
318
Truist Financial
North Carolina
$623K +$53.6K +555 +8%
SLAM
319
Swiss Life Asset Management
$620K -$88.7K -919 -11%
WANY
320
Wealthspire Advisors (New York)
New York
$608K -$16.3K -169 -2%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$594K +$40.5K +419 +6%
IA
322
Integrity Alliance
Iowa
$581K
BP
323
Ballentine Partners
Massachusetts
$571K -$29.7K -308 -4%
CWM
324
Cornerstone Wealth Management
Missouri
$567K -$3.86K -40 -0.6%
KCP
325
Kera Capital Partners
California
$560K -$29.3K -303 -4%