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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
376
Tower Research Capital (TRC)
New York
$370K
AI
377
Accredited Investors
Minnesota
$368K
DWM
378
Diversify Wealth Management
Utah
$360K
WB
379
WesBanco Bank
West Virginia
$358K
ECM
380
Everence Capital Management
Indiana
$356K
KFS
381
Kurt F. Somerville
$350K
TNA
382
True North Advisors
Texas
$342K
BAAM
383
Baker Avenue Asset Management
California
$336K
HIP
384
HUB Investment Partners
Texas
$332K
DO
385
denkapparat Operations
Germany
$330K
SCM
386
Sterling Capital Management
North Carolina
$327K
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$324K
CCM
388
Coldstream Capital Management
Washington
$319K
SCM
389
Shelton Capital Management
Colorado
$318K
BA
390
Ballast Advisors
Minnesota
$317K
CCA
391
Childress Capital Advisors
Texas
$315K
OL
392
Optas LLC
Texas
$315K
TPCW
393
TD Private Client Wealth
New York
$314K
PMWMG
394
Parr McKnight Wealth Management Group
Minnesota
$312K
BPA
395
Beacon Pointe Advisors
California
$310K
KBC Group
396
KBC Group
Belgium
$309K
PWM
397
Perigon Wealth Management
California
$304K
BIG
398
Brooklyn Investment Group
New York
$304K
HWM
399
HB Wealth Management
Georgia
$297K
AA
400
Advisory Advocates
Michigan
$296K