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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
376
Leeward Financial Partners
Washington
$285K
AAM
377
Advisors Asset Management
Colorado
$285K
HWAM
378
Hennion & Walsh Asset Management
New Jersey
$283K
MKC
379
M. Kraus & Co
Vermont
$282K
BAAM
380
Baker Avenue Asset Management
California
$276K
Walleye Trading
381
Walleye Trading
New York
$275K
SAI
382
Savvy Advisors Inc
New York
$273K
PWM
383
Perigon Wealth Management
California
$272K
AFP
384
Ausdal Financial Partners
Iowa
$271K
C
385
Certuity
Florida
$268K
SFS
386
Stiles Financial Services
Minnesota
$267K
ECM
387
Evergreen Capital Management
Washington
$265K
Capstone Investment Advisors
388
Capstone Investment Advisors
New York
$262K
First Eagle Investment Management
389
First Eagle Investment Management
New York
$262K
PIM
390
Penobscot Investment Management
Massachusetts
$262K
OPW
391
Osprey Private Wealth
New York
$262K
HWM
392
HB Wealth Management
Georgia
$262K
BTI
393
Blue Trust Inc
Georgia
$259K
WTC
394
WhitTier Trust Company
Nevada
$258K
GWP
395
Gen-Wealth Partners
Michigan
$257K
PWG
396
Portside Wealth Group
Utah
$257K
IP
397
Intellectus Partners
California
$256K
NP
398
NorthRock Partners
Minnesota
$255K
CFM
399
Catalyst Funds Management
Australia
$254K
NIM
400
Northeast Investment Management
Massachusetts
$248K