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Donaldson

514 hedge funds and large institutions have $6.92B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 63 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.38% more ownership

Funds ownership: 85.69%86.07% (+0.38%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

2% less funds holding

Funds holding: 523514 (-9)

Holders
514
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
$6.11M
Puts
$5.12M
Net Calls
Net Calls Change

Top Buyers

1 +$95.9M
2 +$64.1M
3 +$23.1M
4
CC
Capital Counsel
New York
+$22.5M
5
UBS Group
UBS Group
Switzerland
+$20.9M

Top Sellers

1 -$21.9M
2 -$19.8M
3 -$17.9M
4
State Street
State Street
Massachusetts
-$16.9M
5
MPI
Mairs & Power Inc
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MKC
376
M. Kraus & Co
Vermont
$231K
CG
377
Caprock Group
Idaho
$227K
WTC
378
WhitTier Trust Company
Nevada
$224K
FPAS
379
Focus Partners Advisor Solutions
Missouri
$221K
SIM
380
Studio Investment Management
Illinois
$215K
OPW
381
Osprey Private Wealth
New York
$215K
PIM
382
Penobscot Investment Management
Massachusetts
$215K
EFS
383
Essex Financial Services
Connecticut
$214K
DWM
384
Diversify Wealth Management
Utah
$210K
Lido Advisors
385
Lido Advisors
California
$209K
PWM
386
Perigon Wealth Management
California
$209K
LFA
387
Legend Financial Advisors
Pennsylvania
$207K
NIM
388
Northeast Investment Management
Massachusetts
$206K
HTHT
389
Hemenway Trust Hemenway Trust
New Hampshire
$201K
PT
390
Plimoth Trust
Massachusetts
$201K
TPCW
391
TD Private Client Wealth
New York
$201K
CAM
392
Creekmur Asset Management
Illinois
$197K
Bessemer Group
393
Bessemer Group
New Jersey
$195K
BTI
394
Blue Trust Inc
Georgia
$176K
GI
395
GAMMA Investing
California
$163K
NCM
396
Northwest Capital Management
Oregon
$154K
VCM
397
Versant Capital Management
Arizona
$148K
WT
398
Whittier Trust
California
$136K
C
399
Covestor
United Kingdom
$131K
PS
400
Principal Securities
Iowa
$131K