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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
376
WhitTier Trust Company
Nevada
$239K
CCM
377
Coldstream Capital Management
Washington
$237K
PWM
378
Perigon Wealth Management
California
$230K
PWG
379
Portside Wealth Group
Utah
$228K
OPW
380
Osprey Private Wealth
New York
$228K
DWM
381
Diversify Wealth Management
Utah
$224K
PIM
382
Penobscot Investment Management
Massachusetts
$222K
EFS
383
Essex Financial Services
Connecticut
$217K
IP
384
Intellectus Partners
California
$217K
SAI
385
Savvy Advisors Inc
New York
$215K
AFP
386
Ausdal Financial Partners
Iowa
$214K
SLAM
387
Swiss Life Asset Management
$214K
TRCT
388
Tower Research Capital (TRC)
New York
$213K
NIM
389
Northeast Investment Management
Massachusetts
$213K
FIM
390
Freedom Investment Management
Connecticut
$212K
HTHT
391
Hemenway Trust Hemenway Trust
New Hampshire
$208K
PT
392
Plimoth Trust
Massachusetts
$208K
Los Angeles Capital Management
393
Los Angeles Capital Management
California
$207K
VI
394
Versor Investments
New York
$206K
TPCW
395
TD Private Client Wealth
New York
$203K
1WM
396
1900 Wealth Management
Texas
$200K
BTI
397
Blue Trust Inc
Georgia
$199K
SO
398
STRS Ohio
Ohio
$197K
KBC Group
399
KBC Group
Belgium
$195K
IA
400
IFP Advisors
Florida
$178K