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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
326
Great Valley Advisor Group
Delaware
$445K
ICP
327
Impact Capital Partners
Colorado
$444K
P8IP
328
Pier 88 Investment Partners
California
$442K
CI
329
CX Institutional
Indiana
$441K
RGC
330
Roberts, Glore & Co
Illinois
$432K
JWCA
331
J.W. Cole Advisors
Florida
$430K
SLAM
332
Swiss Life Asset Management
$428K
ATC
333
Argent Trust Co
Tennessee
$427K
KCP
334
Kera Capital Partners
California
$421K
OIS
335
Okabena Investment Services
Minnesota
$411K
EB
336
Eastern Bank
Massachusetts
$410K
JF
337
Jump Financial
Illinois
$410K
PCM
338
Parsons Capital Management
Rhode Island
$405K
RP
339
Riverwater Partners
Wisconsin
$402K
QPW
340
Quantum Private Wealth
Florida
$395K
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$393K
FIB
342
First Interstate Bank
Montana
$393K
CCM
343
Compass Capital Management
Minnesota
$389K
DADC
344
D.A. Davidson & Co
Montana
$386K
EI
345
Ellevest Inc
New York
$381K
GCP
346
GSA Capital Partners
United Kingdom
$380K
MSS
347
Mitchell Sinkler & Starr
Pennsylvania
$374K
SFG
348
SNS Financial Group
Minnesota
$373K
VCM
349
Versant Capital Management
Arizona
$371K
XT
350
XTX Topco
Cayman Islands
$370K