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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 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: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
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
CI
326
CX Institutional
Indiana
$441K
RGC
327
Roberts, Glore & Co
Illinois
$432K
JWCA
328
J.W. Cole Advisors
Florida
$430K
ATC
329
Argent Trust Co
Tennessee
$427K
KCP
330
Kera Capital Partners
California
$421K
OIS
331
Okabena Investment Services
Minnesota
$411K
EB
332
Eastern Bank
Massachusetts
$410K
JF
333
Jump Financial
Illinois
$410K
PCM
334
Parsons Capital Management
Rhode Island
$405K
RP
335
Riverwater Partners
Wisconsin
$402K
QPW
336
Quantum Private Wealth
Florida
$395K
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$393K
FIB
338
First Interstate Bank
Montana
$393K
CCM
339
Compass Capital Management
Minnesota
$389K
DADC
340
D.A. Davidson & Co
Montana
$386K
EI
341
Ellevest Inc
New York
$381K
GCP
342
GSA Capital Partners
United Kingdom
$380K
MSS
343
Mitchell Sinkler & Starr
Pennsylvania
$374K
SFG
344
SNS Financial Group
Minnesota
$373K
VCM
345
Versant Capital Management
Arizona
$371K
XT
346
XTX Topco
Cayman Islands
$370K
CCM
347
Coldstream Capital Management
Washington
$370K
WB
348
WesBanco Bank
West Virginia
$362K
PCM
349
Perkins Capital Management
Minnesota
$360K
CL
350
Choreo LLC
Illinois
$357K