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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HB Wealth Management
Georgia
$297K +$12.5K +129 +4%
AA
402
Advisory Advocates
Michigan
$296K -$57.8K -598 -15%
LFP
403
Leeward Financial Partners
Washington
$296K
MSS
404
Mitchell Sinkler & Starr
Pennsylvania
$294K -$24.1K -250 -7%
WIA
405
World Investment Advisors
California
$289K -$25.5K -264 -7%
NDSIB
406
North Dakota State Investment Board
North Dakota
$288K -$68.2K -706 -17%
SL
407
Summitry LLC
California
$286K -$1.54K -16 -0.5%
MFG
408
Merit Financial Group
Georgia
$285K +$50.2K +520 +18%
VI
409
Vestcor Inc
New Brunswick, Canada
$284K +$132K +1,368 +69%
EWA
410
EverSource Wealth Advisors
Alabama
$281K +$117K +1,208 +57%
MKC
411
M. Kraus & Co
Vermont
$280K
MOS
412
MGO One Seven
Ohio
$279K -$129K -1,337 -29%
PEAK6
413
PEAK6
Illinois
$277K +$315K +3,259 New
SMDAM
414
Sumitomo Mitsui DS Asset Management
Japan
$275K +$313K +3,236 New
First Eagle Investment Management
415
First Eagle Investment Management
New York
$272K
OPW
416
Osprey Private Wealth
New York
$272K
PIM
417
Penobscot Investment Management
Massachusetts
$272K
SAI
418
Savvy Advisors Inc
New York
$271K -$4.44K -46 -1%
CL
419
Choreo LLC
Illinois
$263K -$151K -1,564 -34%
SFG
420
SNS Financial Group
Minnesota
$263K -$141K -1,458 -32%
LFA
421
Legend Financial Advisors
Pennsylvania
$262K
RP
422
Riverwater Partners
Wisconsin
$260K -$178K -1,845 -38%
WTC
423
WhitTier Trust Company
Nevada
$259K
MF
424
Magnetar Financial
Illinois
$259K -$3.76M -38,960 -93%
HTHT
425
Hemenway Trust Hemenway Trust
New Hampshire
$255K