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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

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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
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
VCM
351
Versant Capital Management
Arizona
$430K
CWP
352
Curated Wealth Partners
California
$430K
AF
353
Affiance Financial
Minnesota
$429K
MM
354
MQS Management
New York
$427K
FC
355
FORA Capital
Florida
$427K
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
PCM
360
Parsons Capital Management
Rhode Island
$420K
ICP
361
Impact Capital Partners
Colorado
$419K
OWA
362
One Wealth Advisors
California
$411K
FIB
363
First Interstate Bank
Montana
$407K
CIA
364
Concurrent Investment Advisors
Florida
$402K
EB
365
Eastern Bank
Massachusetts
$397K
TPI
366
Trust Point Inc
Wisconsin
$391K
HCA
367
Hardworking Capital Advisors
California
$391K
PCM
368
Perkins Capital Management
Minnesota
$390K
EWM
369
Empirical Wealth Management
Washington
$386K
SSA
370
Schonfeld Strategic Advisors
New York
$386K
FTWA
371
Fifth Third Wealth Advisors
Ohio
$383K
VT
372
Vise Technologies
New York
$382K
LNWTC
373
Laird Norton Wetherby Trust Company
Washington
$381K
DADC
374
D.A. Davidson & Co
Montana
$376K
ECM
375
ExodusPoint Capital Management
New York
$373K