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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

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

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
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
376
Ausdal Financial Partners
Iowa
$371K +$104K +1,079 +33%
C
377
Certuity
Florida
$371K +$27.2K +282 +7%
TRCT
378
Tower Research Capital (TRC)
New York
$370K +$2.7K +28 +0.6%
AI
379
Accredited Investors
Minnesota
$368K -$14.3K -148 -3%
DWM
380
Diversify Wealth Management
Utah
$360K +$126K +1,302 +46%
WB
381
WesBanco Bank
West Virginia
$358K -$19.3K -200 -5%
ECM
382
Everence Capital Management
Indiana
$356K +$165K +1,712 +69%
KFS
383
Kurt F. Somerville
$350K
TNA
384
True North Advisors
Texas
$342K +$389K +4,033 New
BAAM
385
Baker Avenue Asset Management
California
$336K -$9.75K -101 -2%
HIP
386
HUB Investment Partners
Texas
$332K -$41.1K -426 -10%
DO
387
denkapparat Operations
Germany
$330K
SCM
388
Sterling Capital Management
North Carolina
$327K -$292K -3,027 -44%
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$324K
CCM
390
Coldstream Capital Management
Washington
$319K +$116K +1,199 +47%
SCM
391
Shelton Capital Management
Colorado
$318K -$18.5K -192 -5%
BA
392
Ballast Advisors
Minnesota
$317K
CCA
393
Childress Capital Advisors
Texas
$315K +$19.7K +204 +6%
OL
394
Optas LLC
Texas
$315K +$359K +3,714 New
TPCW
395
TD Private Client Wealth
New York
$314K -$4.92K -51 -1%
PMWMG
396
Parr McKnight Wealth Management Group
Minnesota
$312K
BPA
397
Beacon Pointe Advisors
California
$310K +$352K +3,648 New
KBC Group
398
KBC Group
Belgium
$309K
PWM
399
Perigon Wealth Management
California
$304K +$13.7K +142 +4%
BIG
400
Brooklyn Investment Group
New York
$304K +$69.9K +724 +25%