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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
520
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
AI
326
Accredited Investors
Minnesota
$353K
SC
327
Syon Capital
California
$353K
OIS
328
Okabena Investment Services
Minnesota
$348K
MSS
329
Mitchell Sinkler & Starr
Pennsylvania
$346K
PCM
330
Parsons Capital Management
Rhode Island
$343K
RP
331
Riverwater Partners
Wisconsin
$340K
AAM
332
Advisors Asset Management
Colorado
$338K
BHCM
333
Brevan Howard Capital Management
Jersey
$337K
FIB
334
First Interstate Bank
Montana
$333K
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$332K
PP
336
PrairieView Partners
Minnesota
$332K
OQS
337
Occudo Quantitative Strategies
Florida
$324K
KCP
338
Kera Capital Partners
California
$322K
SFG
339
SNS Financial Group
Minnesota
$316K
IP
340
Isthmus Partners
Wisconsin
$310K
PCM
341
Perkins Capital Management
Minnesota
$305K
IIM
342
INTECH Investment Management
Florida
$301K
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$301K
VCM
344
Versant Capital Management
Arizona
$299K
SCM
345
Shelton Capital Management
Colorado
$298K
VCM
346
Voleon Capital Management
California
$294K
Wolverine Trading
347
Wolverine Trading
Illinois
$286K
KFS
348
Kurt F. Somerville
$286K
PA
349
PharVision Advisers
Florida
$284K
GWP
350
Gen-Wealth Partners
Michigan
$284K