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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
MML Investors Services
351
MML Investors Services
Massachusetts
$283K
SAM
352
Shell Asset Management
Netherlands
$281K
TC
353
TownSquare Capital
Utah
$278K
WB
354
WesBanco Bank
West Virginia
$272K
CAM
355
Creekmur Asset Management
Illinois
$270K
DO
356
denkapparat Operations
Germany
$269K
CWP
357
Curated Wealth Partners
California
$267K
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$267K
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$265K
TAM
360
Trillium Asset Management
Massachusetts
$265K
QPW
361
Quantum Private Wealth
Florida
$265K
WIA
362
World Investment Advisors
California
$264K
DADC
363
D.A. Davidson & Co
Montana
$264K
OIA
364
OneDigital Investment Advisors
Kansas
$262K
TPI
365
Trust Point Inc
Wisconsin
$260K
FTWA
366
Fifth Third Wealth Advisors
Ohio
$260K
D.E. Shaw & Co
367
D.E. Shaw & Co
New York
$259K
BA
368
Ballast Advisors
Minnesota
$259K
PMWMG
369
Parr McKnight Wealth Management Group
Minnesota
$255K
SFS
370
Stiles Financial Services
Minnesota
$253K
HWAM
371
Hennion & Walsh Asset Management
New Jersey
$242K
LFP
372
Leeward Financial Partners
Washington
$241K
MKC
373
M. Kraus & Co
Vermont
$239K
WTC
374
WhitTier Trust Company
Nevada
$239K
CCM
375
Coldstream Capital Management
Washington
$237K