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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Affiance Financial
Minnesota
$429K
MM
352
MQS Management
New York
$427K
FC
353
FORA Capital
Florida
$427K
OIS
354
Okabena Investment Services
Minnesota
$426K
ATC
355
Argent Trust Co
Tennessee
$426K
GVAG
356
Great Valley Advisor Group
Delaware
$425K
RGC
357
Roberts, Glore & Co
Illinois
$425K
PCM
358
Parsons Capital Management
Rhode Island
$420K
ICP
359
Impact Capital Partners
Colorado
$419K
OWA
360
One Wealth Advisors
California
$411K
FIB
361
First Interstate Bank
Montana
$407K
CIA
362
Concurrent Investment Advisors
Florida
$402K
EB
363
Eastern Bank
Massachusetts
$397K
TPI
364
Trust Point Inc
Wisconsin
$391K
HCA
365
Hardworking Capital Advisors
California
$391K
PCM
366
Perkins Capital Management
Minnesota
$390K
EWM
367
Empirical Wealth Management
Washington
$386K
SSA
368
Schonfeld Strategic Advisors
New York
$386K
FTWA
369
Fifth Third Wealth Advisors
Ohio
$383K
VT
370
Vise Technologies
New York
$382K
LNWTC
371
Laird Norton Wetherby Trust Company
Washington
$381K
DADC
372
D.A. Davidson & Co
Montana
$376K
ECM
373
ExodusPoint Capital Management
New York
$373K
AFP
374
Ausdal Financial Partners
Iowa
$371K
C
375
Certuity
Florida
$371K