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Donaldson

514 hedge funds and large institutions have $6.92B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 63 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.38% more ownership

Funds ownership: 85.69%86.07% (+0.38%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

2% less funds holding

Funds holding: 523514 (-9)

Holders
514
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
$6.11M
Puts
$5.12M
Net Calls
Net Calls Change

Top Buyers

1 +$95.9M
2 +$64.1M
3 +$23.1M
4
CC
Capital Counsel
New York
+$22.5M
5
UBS Group
UBS Group
Switzerland
+$20.9M

Top Sellers

1 -$21.9M
2 -$19.8M
3 -$17.9M
4
State Street
State Street
Massachusetts
-$16.9M
5
MPI
Mairs & Power Inc
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
301
Perkins Capital Management
Minnesota
$463K
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$462K
IA
303
Integrity Alliance
Iowa
$459K
William Blair Investment Management
304
William Blair Investment Management
Illinois
$457K
SCM
305
Sterling Capital Management
North Carolina
$448K
KIM
306
Kestra Investment Management
Texas
$445K
NSAM
307
North Star Asset Management
Wisconsin
$442K
PCA
308
Pallas Capital Advisors
Massachusetts
$438K
FFA
309
Farther Finance Advisors
California
$421K
Truist Financial
310
Truist Financial
North Carolina
$415K
Aristotle Capital Management
311
Aristotle Capital Management
California
$402K
WF
312
Welch & Forbes
Massachusetts
$400K
TA
313
TFG Advisers
Michigan
$394K
ACIM
314
Azimuth Capital Investment Management
Michigan
$389K
SPIA
315
Steward Partners Investment Advisory
New York
$384K
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$381K
MSS
317
Mitchell Sinkler & Starr
Pennsylvania
$378K
ICP
318
Impact Capital Partners
Colorado
$378K
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$376K
NA
320
NewEdge Advisors
Louisiana
$373K
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$372K
RGC
322
Roberts, Glore & Co
Illinois
$371K
TIAA Trust, National Association
323
TIAA Trust, National Association
North Carolina
$368K
GVAG
324
Great Valley Advisor Group
Delaware
$364K
OIS
325
Okabena Investment Services
Minnesota
$337K