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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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
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
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$750K
IIC
302
Ironwood Investment Counsel
Arizona
$749K
RWM
303
Ritholtz Wealth Management
New York
$743K
CGH
304
Crossmark Global Holdings
Texas
$729K
SA
305
Sanctuary Advisors
Indiana
$720K
SAM
306
Securian Asset Management
Minnesota
$716K
VCA
307
Verdence Capital Advisors
Maryland
$703K
QC
308
Quadrature Capital
United Kingdom
$701K
Lazard Asset Management
309
Lazard Asset Management
New York
$694K
MIM
310
Morningstar Investment Management
Illinois
$686K
GT
311
Glenview Trust
Kentucky
$684K
PAM
312
Panagora Asset Management
Massachusetts
$670K
IWC
313
Integrated Wealth Concepts
Massachusetts
$653K
SC
314
Syon Capital
California
$644K
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$640K
BPC
316
Bearing Point Capital
Minnesota
$628K
GFA
317
Gallagher Fiduciary Advisors
Illinois
$624K
Truist Financial
318
Truist Financial
North Carolina
$623K
SLAM
319
Swiss Life Asset Management
$620K
WANY
320
Wealthspire Advisors (New York)
New York
$608K
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$594K
IA
322
Integrity Alliance
Iowa
$581K
BP
323
Ballentine Partners
Massachusetts
$571K
CWM
324
Cornerstone Wealth Management
Missouri
$567K
KCP
325
Kera Capital Partners
California
$560K