DCI icon

Donaldson

560 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, 171 increasing their positions, 192 reducing their positions, and 46 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: $ → $

7% more funds holding

Funds holding: 524560 (+36)

1.97% less ownership

Funds ownership: 87.81%85.84% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 192

Holders
560
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
NIM
401
Northeast Investment Management
Massachusetts
$248K
HTHT
402
Hemenway Trust Hemenway Trust
New Hampshire
$246K
PT
403
Plimoth Trust
Massachusetts
$246K
WTB
404
Washington Trust Bank
Washington
$246K
Los Angeles Capital Management
405
Los Angeles Capital Management
California
$244K
RAM
406
Ramirez Asset Management
New York
$242K
DWM
407
Diversify Wealth Management
Utah
$242K
AIM
408
AXA Investment Managers
France
$241K
VA
409
Vident Advisory
Georgia
$239K
TPCW
410
TD Private Client Wealth
New York
$239K
1WM
411
1900 Wealth Management
Texas
$236K
FA
412
Faithward Advisors
Pennsylvania
$233K
SSA
413
Schonfeld Strategic Advisors
New York
$230K
HHAA
414
Henry H. Armstrong Associates
Pennsylvania
$229K
SO
415
STRS Ohio
Ohio
$227K
MGIA
416
Moneta Group Investment Advisors
Missouri
$227K
FFM
417
Forum Financial Management
Illinois
$227K
VT
418
Vise Technologies
New York
$226K
SL
419
Summitry LLC
California
$224K
KIM
420
Kestra Investment Management
Texas
$222K
PA
421
Profund Advisors
Maryland
$219K
PCA
422
Pallas Capital Advisors
Massachusetts
$218K
KPWG
423
KFA Private Wealth Group
Virginia
$218K
GI
424
GAMMA Investing
California
$218K
GC
425
Guggenheim Capital
Illinois
$217K