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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 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 funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
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
IA
326
Integrity Alliance
Iowa
$607K
Truist Financial
327
Truist Financial
North Carolina
$601K
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$599K
CWM
329
Cornerstone Wealth Management
Missouri
$596K
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$584K
NSAM
331
North Star Asset Management
Wisconsin
$584K
BA
332
Bridgewater Associates
Connecticut
$581K
VA
333
Vident Advisory
Georgia
$566K
Ensign Peak Advisors
334
Ensign Peak Advisors
Utah
$564K
SPIA
335
Steward Partners Investment Advisory
New York
$550K
MM
336
MQS Management
New York
$532K
Aristotle Capital Management
337
Aristotle Capital Management
California
$532K
WF
338
Welch & Forbes
Massachusetts
$529K
FFA
339
Farther Finance Advisors
California
$524K
FNBOO
340
First National Bank of Omaha
Nebraska
$523K
WI
341
WBI Investments
New Jersey
$522K
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$519K
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
$506K
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$504K
QCG
345
Quadrant Capital Group
Ohio
$500K
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$498K
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$496K
Amundi
348
Amundi
France
$485K
ACIM
349
Azimuth Capital Investment Management
Michigan
$479K
P8IP
350
Pier 88 Investment Partners
California
$479K