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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
520
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
PWM
376
Perigon Wealth Management
California
$230K
PWG
377
Portside Wealth Group
Utah
$228K
OPW
378
Osprey Private Wealth
New York
$228K
DWM
379
Diversify Wealth Management
Utah
$224K
PIM
380
Penobscot Investment Management
Massachusetts
$222K
EFS
381
Essex Financial Services
Connecticut
$217K
IP
382
Intellectus Partners
California
$217K
SAI
383
Savvy Advisors Inc
New York
$215K
AFP
384
Ausdal Financial Partners
Iowa
$214K
TRCT
385
Tower Research Capital (TRC)
New York
$213K
NIM
386
Northeast Investment Management
Massachusetts
$213K
FIM
387
Freedom Investment Management
Connecticut
$212K
HTHT
388
Hemenway Trust Hemenway Trust
New Hampshire
$208K
PT
389
Plimoth Trust
Massachusetts
$208K
Los Angeles Capital Management
390
Los Angeles Capital Management
California
$207K
VI
391
Versor Investments
New York
$206K
TPCW
392
TD Private Client Wealth
New York
$203K
1WM
393
1900 Wealth Management
Texas
$200K
BTI
394
Blue Trust Inc
Georgia
$199K
SO
395
STRS Ohio
Ohio
$197K
KBC Group
396
KBC Group
Belgium
$195K
IA
397
IFP Advisors
Florida
$178K
FDP
398
Financiere des Professionnels
Quebec, Canada
$166K
BONH
399
Bank of New Hampshire
New Hampshire
$164K
GI
400
GAMMA Investing
California
$160K