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Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
401
Leeward Financial Partners
Washington
$309K
OIA
402
OneDigital Investment Advisors
Kansas
$308K
WIA
403
World Investment Advisors
California
$307K
PWM
404
Perigon Wealth Management
California
$305K
Los Angeles Capital Management
405
Los Angeles Capital Management
California
$303K
SL
406
Summitry LLC
California
$300K
HWM
407
HB Wealth Management
Georgia
$299K
TPI
408
Trust Point Inc
Wisconsin
$298K
MKC
409
M. Kraus & Co
Vermont
$293K
AC
410
Aristides Capital
Kentucky
$292K
AFP
411
Ausdal Financial Partners
Iowa
$292K
DM
412
Diversified Management
Wisconsin
$292K
SAI
413
Savvy Advisors Inc
New York
$287K
First Eagle Investment Management
414
First Eagle Investment Management
New York
$284K
PIM
415
Penobscot Investment Management
Massachusetts
$284K
OPW
416
Osprey Private Wealth
New York
$284K
EFS
417
Essex Financial Services
Connecticut
$280K
WTC
418
WhitTier Trust Company
Nevada
$279K
FDP
419
Financiere des Professionnels
Quebec, Canada
$277K
DWM
420
Diversify Wealth Management
Utah
$275K
LFA
421
Legend Financial Advisors
Pennsylvania
$274K
PWG
422
Portside Wealth Group
Utah
$267K
WTB
423
Washington Trust Bank
Washington
$266K
HTHT
424
Hemenway Trust Hemenway Trust
New Hampshire
$266K
PT
425
Plimoth Trust
Massachusetts
$266K