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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
401
Hemenway Trust Hemenway Trust
New Hampshire
$246K
PT
402
Plimoth Trust
Massachusetts
$246K
WTB
403
Washington Trust Bank
Washington
$246K
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$244K
RAM
405
Ramirez Asset Management
New York
$242K
DWM
406
Diversify Wealth Management
Utah
$242K
AIM
407
AXA Investment Managers
France
$241K
VA
408
Vident Advisory
Georgia
$239K
TPCW
409
TD Private Client Wealth
New York
$239K
1WM
410
1900 Wealth Management
Texas
$236K
FA
411
Faithward Advisors
Pennsylvania
$233K
SSA
412
Schonfeld Strategic Advisors
New York
$230K
HHAA
413
Henry H. Armstrong Associates
Pennsylvania
$229K
SO
414
STRS Ohio
Ohio
$227K
MGIA
415
Moneta Group Investment Advisors
Missouri
$227K
FFM
416
Forum Financial Management
Illinois
$227K
VT
417
Vise Technologies
New York
$226K
SL
418
Summitry LLC
California
$224K
KIM
419
Kestra Investment Management
Texas
$222K
PA
420
Profund Advisors
Maryland
$219K
PCA
421
Pallas Capital Advisors
Massachusetts
$218K
KPWG
422
KFA Private Wealth Group
Virginia
$218K
GI
423
GAMMA Investing
California
$218K
GC
424
Guggenheim Capital
Illinois
$217K
VBFP
425
Valtinson Bruner Financial Planning
Minnesota
$212K