DCI icon

Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
301
Ritholtz Wealth Management
New York
$743K
CGH
302
Crossmark Global Holdings
Texas
$729K
SA
303
Sanctuary Advisors
Indiana
$720K
SAM
304
Securian Asset Management
Minnesota
$716K
VCA
305
Verdence Capital Advisors
Maryland
$703K
QC
306
Quadrature Capital
United Kingdom
$701K
Lazard Asset Management
307
Lazard Asset Management
New York
$694K
MIM
308
Morningstar Investment Management
Illinois
$686K
GT
309
Glenview Trust
Kentucky
$684K
PAM
310
Panagora Asset Management
Massachusetts
$670K
IWC
311
Integrated Wealth Concepts
Massachusetts
$653K
SC
312
Syon Capital
California
$644K
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$640K
BPC
314
Bearing Point Capital
Minnesota
$628K
GFA
315
Gallagher Fiduciary Advisors
Illinois
$624K
Truist Financial
316
Truist Financial
North Carolina
$623K
SLAM
317
Swiss Life Asset Management
$620K
WANY
318
Wealthspire Advisors (New York)
New York
$608K
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$594K
IA
320
Integrity Alliance
Iowa
$581K
BP
321
Ballentine Partners
Massachusetts
$571K
CWM
322
Cornerstone Wealth Management
Missouri
$567K
KCP
323
Kera Capital Partners
California
$560K
NSAM
324
North Star Asset Management
Wisconsin
$559K
D.E. Shaw & Co
325
D.E. Shaw & Co
New York
$552K