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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Versant Capital Management
Arizona
$430K +$2.22K +23 +0.5%
CWP
352
Curated Wealth Partners
California
$430K
AF
353
Affiance Financial
Minnesota
$429K -$219K -2,269 -31%
MM
354
MQS Management
New York
$427K -$94.3K -977 -16%
FC
355
FORA Capital
Florida
$427K +$485K +5,024 New
OIS
356
Okabena Investment Services
Minnesota
$426K
ATC
357
Argent Trust Co
Tennessee
$426K
GVAG
358
Great Valley Advisor Group
Delaware
$425K
RGC
359
Roberts, Glore & Co
Illinois
$425K -$15.9K -165 -3%
PCM
360
Parsons Capital Management
Rhode Island
$420K
ICP
361
Impact Capital Partners
Colorado
$419K -$9.08K -94 -2%
OWA
362
One Wealth Advisors
California
$411K +$467K +4,839 New
FIB
363
First Interstate Bank
Montana
$407K
CIA
364
Concurrent Investment Advisors
Florida
$402K +$84.7K +877 +23%
EB
365
Eastern Bank
Massachusetts
$397K -$6.47K -67 -1%
TPI
366
Trust Point Inc
Wisconsin
$391K +$121K +1,256 +37%
HCA
367
Hardworking Capital Advisors
California
$391K +$8.98K +93 +2%
PCM
368
Perkins Capital Management
Minnesota
$390K +$19.3K +200 +5%
EWM
369
Empirical Wealth Management
Washington
$386K +$163K +1,685 +59%
SSA
370
Schonfeld Strategic Advisors
New York
$386K -$687K -7,109 -61%
FTWA
371
Fifth Third Wealth Advisors
Ohio
$383K +$73K +756 +20%
VT
372
Vise Technologies
New York
$382K
LNWTC
373
Laird Norton Wetherby Trust Company
Washington
$381K -$17.3K -179 -4%
DADC
374
D.A. Davidson & Co
Montana
$376K -$17.2K -178 -4%
ECM
375
ExodusPoint Capital Management
New York
$373K -$11.7M -121,501 -97%