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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 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: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
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
CCM
351
Coldstream Capital Management
Washington
$370K
WB
352
WesBanco Bank
West Virginia
$362K
PCM
353
Perkins Capital Management
Minnesota
$360K
CL
354
Choreo LLC
Illinois
$357K
AI
355
Accredited Investors
Minnesota
$354K
SCM
356
Shelton Capital Management
Colorado
$352K
BFM
357
Boothbay Fund Management
New York
$341K
KFS
358
Kurt F. Somerville
$338K
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$328K
EFS
360
Essex Financial Services
Connecticut
$325K
MML Investors Services
361
MML Investors Services
Massachusetts
$319K
DO
362
denkapparat Operations
Germany
$318K
WIA
363
World Investment Advisors
California
$317K
CWP
364
Curated Wealth Partners
California
$315K
CIBC Asset Management
365
CIBC Asset Management
Ontario, Canada
$313K
GWMR
366
GC Wealth Management RIA
Massachusetts
$312K
TAM
367
Trillium Asset Management
Massachusetts
$312K
II
368
Inspire Investing
Idaho
$310K
OIA
369
OneDigital Investment Advisors
Kansas
$309K
FTWA
370
Fifth Third Wealth Advisors
Ohio
$307K
BA
371
Ballast Advisors
Minnesota
$306K
TPI
372
Trust Point Inc
Wisconsin
$303K
AC
373
Aristides Capital
Kentucky
$302K
PMWMG
374
Parr McKnight Wealth Management Group
Minnesota
$300K
BCM
375
Bayesian Capital Management
New York
$297K