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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 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: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
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
FDP
401
Financiere des Professionnels
Quebec, Canada
$166K
BONH
402
Bank of New Hampshire
New Hampshire
$164K
GI
403
GAMMA Investing
California
$160K
NCM
404
Northwest Capital Management
Oregon
$159K
PS
405
Principal Securities
Iowa
$159K
MYIA
406
Mount Yale Investment Advisors
Colorado
$156K
EWA
407
EverSource Wealth Advisors
Alabama
$141K
WT
408
Whittier Trust
California
$141K
VI
409
Vestcor Inc
New Brunswick, Canada
$137K
PFBT
410
Parkside Financial Bank & Trust
Missouri
$136K
C
411
Covestor
United Kingdom
$135K
Bessemer Group
412
Bessemer Group
New Jersey
$131K
BSB
413
Bangor Savings Bank
Maine
$115K
KTC
414
Kentucky Trust Company
Kentucky
$103K
QL
415
Quarry LP
New York
$93.9K
BNP Paribas Asset Management
416
BNP Paribas Asset Management
France
$91K
UFF
417
USA Financial Formulas
Michigan
$83.9K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$74K
BC
419
Broadwater Capital
Massachusetts
$73.3K
MCM
420
Manchester Capital Management
Vermont
$73.2K
S
421
SignatureFD
Georgia
$71.6K
PCFFS
422
Pacific Center for Financial Services
California
$69.3K
ERSOT
423
Employees Retirement System of Texas
Texas
$68K
A
424
AlphaQuest
New York
$62.3K
SAM
425
Smartleaf Asset Management
Massachusetts
$58.6K