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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
520
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
EI
301
Ellevest Inc
New York
$444K
EF
302
Empowered Funds
Pennsylvania
$429K
LOAMU
303
Lombard Odier Asset Management (USA)
New York
$426K
Capstone Investment Advisors
304
Capstone Investment Advisors
New York
$424K
Aristotle Capital Management
305
Aristotle Capital Management
California
$416K
WF
306
Welch & Forbes
Massachusetts
$414K
FFA
307
Farther Finance Advisors
California
$410K
Aviva
308
Aviva
United Kingdom
$404K
TA
309
TFG Advisers
Michigan
$404K
VRS
310
Virginia Retirement Systems
Virginia
$403K
ACIM
311
Azimuth Capital Investment Management
Michigan
$402K
RGC
312
Roberts, Glore & Co
Illinois
$402K
SPIA
313
Steward Partners Investment Advisory
New York
$397K
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$394K
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$389K
EB
316
Eastern Bank
Massachusetts
$388K
NA
317
NewEdge Advisors
Louisiana
$386K
ICP
318
Impact Capital Partners
Colorado
$384K
TIAA Trust, National Association
319
TIAA Trust, National Association
North Carolina
$380K
GVAG
320
Great Valley Advisor Group
Delaware
$377K
AP
321
Advisors Preferred
Maryland
$372K
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$372K
QCG
323
Quadrant Capital Group
Ohio
$367K
JWCA
324
J.W. Cole Advisors
Florida
$364K
ATC
325
Argent Trust Co
Tennessee
$357K