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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$364K
ATC
327
Argent Trust Co
Tennessee
$357K
AI
328
Accredited Investors
Minnesota
$353K
SC
329
Syon Capital
California
$353K
OIS
330
Okabena Investment Services
Minnesota
$348K
MSS
331
Mitchell Sinkler & Starr
Pennsylvania
$346K
PCM
332
Parsons Capital Management
Rhode Island
$343K
RP
333
Riverwater Partners
Wisconsin
$340K
AAM
334
Advisors Asset Management
Colorado
$338K
BHCM
335
Brevan Howard Capital Management
Jersey
$337K
FIB
336
First Interstate Bank
Montana
$333K
Balyasny Asset Management
337
Balyasny Asset Management
Illinois
$332K
PP
338
PrairieView Partners
Minnesota
$332K
OQS
339
Occudo Quantitative Strategies
Florida
$324K
KCP
340
Kera Capital Partners
California
$322K
SFG
341
SNS Financial Group
Minnesota
$316K
IP
342
Isthmus Partners
Wisconsin
$310K
PCM
343
Perkins Capital Management
Minnesota
$305K
IIM
344
INTECH Investment Management
Florida
$301K
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$301K
VCM
346
Versant Capital Management
Arizona
$299K
SCM
347
Shelton Capital Management
Colorado
$298K
VCM
348
Voleon Capital Management
California
$294K
Wolverine Trading
349
Wolverine Trading
Illinois
$286K
KFS
350
Kurt F. Somerville
$286K