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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

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
520
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
NCM
401
Northwest Capital Management
Oregon
$159K
PS
402
Principal Securities
Iowa
$159K
MYIA
403
Mount Yale Investment Advisors
Colorado
$156K
EWA
404
EverSource Wealth Advisors
Alabama
$141K
WT
405
Whittier Trust
California
$141K
VI
406
Vestcor Inc
New Brunswick, Canada
$137K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$136K
C
408
Covestor
United Kingdom
$135K
Bessemer Group
409
Bessemer Group
New Jersey
$131K
BSB
410
Bangor Savings Bank
Maine
$115K
KTC
411
Kentucky Trust Company
Kentucky
$103K
QL
412
Quarry LP
New York
$93.9K
BNP Paribas Asset Management
413
BNP Paribas Asset Management
France
$91K
UFF
414
USA Financial Formulas
Michigan
$83.9K
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$74K
MCM
416
Manchester Capital Management
Vermont
$73.2K
S
417
SignatureFD
Georgia
$71.6K
PCFFS
418
Pacific Center for Financial Services
California
$69.3K
ERSOT
419
Employees Retirement System of Texas
Texas
$68K
A
420
AlphaQuest
New York
$62.3K
SAM
421
Smartleaf Asset Management
Massachusetts
$58.6K
GWM
422
Geneos Wealth Management
Colorado
$57K
GG
423
Gleason Group
Kentucky
$55.4K
CI
424
CX Institutional
Indiana
$54K
OWA
425
Opal Wealth Advisors
New York
$53.7K