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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
301
Inscription Capital
Texas
$456K
Truist Financial
302
Truist Financial
North Carolina
$452K
EI
303
Ellevest Inc
New York
$444K
EF
304
Empowered Funds
Pennsylvania
$429K
LOAMU
305
Lombard Odier Asset Management (USA)
New York
$426K
Capstone Investment Advisors
306
Capstone Investment Advisors
New York
$424K
Aristotle Capital Management
307
Aristotle Capital Management
California
$416K
WF
308
Welch & Forbes
Massachusetts
$414K
FFA
309
Farther Finance Advisors
California
$410K
Aviva
310
Aviva
United Kingdom
$404K
TA
311
TFG Advisers
Michigan
$404K
VRS
312
Virginia Retirement Systems
Virginia
$403K
ACIM
313
Azimuth Capital Investment Management
Michigan
$402K
RGC
314
Roberts, Glore & Co
Illinois
$402K
SPIA
315
Steward Partners Investment Advisory
New York
$397K
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$394K
MSRPS
317
Maryland State Retirement & Pension System
Maryland
$389K
EB
318
Eastern Bank
Massachusetts
$388K
NA
319
NewEdge Advisors
Louisiana
$386K
ICP
320
Impact Capital Partners
Colorado
$384K
TIAA Trust, National Association
321
TIAA Trust, National Association
North Carolina
$380K
GVAG
322
Great Valley Advisor Group
Delaware
$377K
AP
323
Advisors Preferred
Maryland
$372K
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$372K
QCG
325
Quadrant Capital Group
Ohio
$367K