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Donaldson

615 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 178 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.84%87.17% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 219

Holders
615
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
401
KBC Group
Belgium
$323K
FPAS
402
Focus Partners Advisor Solutions
Missouri
$319K
CCA
403
Childress Capital Advisors
Texas
$311K
LFP
404
Leeward Financial Partners
Washington
$309K
OIA
405
OneDigital Investment Advisors
Kansas
$308K
PWM
406
Perigon Wealth Management
California
$305K
Los Angeles Capital Management
407
Los Angeles Capital Management
California
$303K
SL
408
Summitry LLC
California
$300K
HWM
409
HB Wealth Management
Georgia
$299K
TPI
410
Trust Point Inc
Wisconsin
$298K
MKC
411
M. Kraus & Co
Vermont
$293K
AC
412
Aristides Capital
Kentucky
$292K
AFP
413
Ausdal Financial Partners
Iowa
$292K
DM
414
Diversified Management
Wisconsin
$292K
SAI
415
Savvy Advisors Inc
New York
$287K
PIM
416
Penobscot Investment Management
Massachusetts
$284K
OPW
417
Osprey Private Wealth
New York
$284K
First Eagle Investment Management
418
First Eagle Investment Management
New York
$284K
EFS
419
Essex Financial Services
Connecticut
$280K
WTC
420
WhitTier Trust Company
Nevada
$279K
FDP
421
Financiere des Professionnels
Quebec, Canada
$277K
DWM
422
Diversify Wealth Management
Utah
$275K
LFA
423
Legend Financial Advisors
Pennsylvania
$274K
PWG
424
Portside Wealth Group
Utah
$267K
WTB
425
Washington Trust Bank
Washington
$266K