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Donaldson

522 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 196 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 funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

19% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 196

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
522
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
GI
401
GAMMA Investing
California
$160K
NCM
402
Northwest Capital Management
Oregon
$159K
PS
403
Principal Securities
Iowa
$159K
MYIA
404
Mount Yale Investment Advisors
Colorado
$156K
EWA
405
EverSource Wealth Advisors
Alabama
$141K
WT
406
Whittier Trust
California
$141K
VI
407
Vestcor Inc
New Brunswick, Canada
$137K
PFBT
408
Parkside Financial Bank & Trust
Missouri
$136K
C
409
Covestor
United Kingdom
$135K
Bessemer Group
410
Bessemer Group
New Jersey
$131K
BSB
411
Bangor Savings Bank
Maine
$115K
KTC
412
Kentucky Trust Company
Kentucky
$103K
QL
413
Quarry LP
New York
$93.9K
BNP Paribas Asset Management
414
BNP Paribas Asset Management
France
$91K
UFF
415
USA Financial Formulas
Michigan
$83.9K
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$74K
BC
417
Broadwater Capital
Massachusetts
$73.3K
MCM
418
Manchester Capital Management
Vermont
$73.2K
S
419
SignatureFD
Georgia
$71.6K
PCFFS
420
Pacific Center for Financial Services
California
$69.3K
ERSOT
421
Employees Retirement System of Texas
Texas
$68K
A
422
AlphaQuest
New York
$62.3K
SAM
423
Smartleaf Asset Management
Massachusetts
$58.6K
GWM
424
Geneos Wealth Management
Colorado
$57K
GG
425
Gleason Group
Kentucky
$55.4K