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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
CI
351
CX Institutional
Indiana
$473K
FC
352
Farringdon Capital
United Kingdom
$463K
RGC
353
Roberts, Glore & Co
Illinois
$458K
CWP
354
Curated Wealth Partners
California
$449K
VCM
355
Versant Capital Management
Arizona
$448K
ICP
356
Impact Capital Partners
Colorado
$446K
OIS
357
Okabena Investment Services
Minnesota
$446K
ATC
358
Argent Trust Co
Tennessee
$445K
GVAG
359
Great Valley Advisor Group
Delaware
$444K
PCM
360
Parsons Capital Management
Rhode Island
$439K
HWAM
361
Hennion & Walsh Asset Management
New Jersey
$436K
RP
362
Riverwater Partners
Wisconsin
$436K
FIB
363
First Interstate Bank
Montana
$426K
CCM
364
Compass Capital Management
Minnesota
$421K
CL
365
Choreo LLC
Illinois
$421K
EB
366
Eastern Bank
Massachusetts
$421K
LNWTC
367
Laird Norton Wetherby Trust Company
Washington
$414K
FCM
368
Fieldview Capital Management
Michigan
$411K
MOS
369
MGO One Seven
Ohio
$410K
DADC
370
D.A. Davidson & Co
Montana
$408K
SFG
371
SNS Financial Group
Minnesota
$404K
ATS
372
Ashton Thomas Securities
New York
$400K
HCA
373
Hardworking Capital Advisors
California
$400K
EI
374
Ellevest Inc
New York
$398K
AI
375
Accredited Investors
Minnesota
$397K