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Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 reducing their positions, and 42 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
326
Truist Financial
North Carolina
$601K
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$599K
CWM
328
Cornerstone Wealth Management
Missouri
$596K
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$584K
NSAM
330
North Star Asset Management
Wisconsin
$584K
BA
331
Bridgewater Associates
Connecticut
$581K
VA
332
Vident Advisory
Georgia
$566K
Ensign Peak Advisors
333
Ensign Peak Advisors
Utah
$564K
SPIA
334
Steward Partners Investment Advisory
New York
$550K
MM
335
MQS Management
New York
$532K
Aristotle Capital Management
336
Aristotle Capital Management
California
$532K
WF
337
Welch & Forbes
Massachusetts
$529K
FFA
338
Farther Finance Advisors
California
$524K
FNBOO
339
First National Bank of Omaha
Nebraska
$523K
WI
340
WBI Investments
New Jersey
$522K
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$519K
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
$506K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$504K
QCG
344
Quadrant Capital Group
Ohio
$500K
MSRPS
345
Maryland State Retirement & Pension System
Maryland
$498K
TIAA Trust, National Association
346
TIAA Trust, National Association
North Carolina
$496K
Amundi
347
Amundi
France
$485K
ACIM
348
Azimuth Capital Investment Management
Michigan
$479K
P8IP
349
Pier 88 Investment Partners
California
$479K
CI
350
CX Institutional
Indiana
$473K