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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 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 → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
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
FPAS
401
Focus Partners Advisor Solutions
Missouri
$319K
CCA
402
Childress Capital Advisors
Texas
$311K
LFP
403
Leeward Financial Partners
Washington
$309K
OIA
404
OneDigital Investment Advisors
Kansas
$308K
PWM
405
Perigon Wealth Management
California
$305K
Los Angeles Capital Management
406
Los Angeles Capital Management
California
$303K
SL
407
Summitry LLC
California
$300K
HWM
408
HB Wealth Management
Georgia
$299K
TPI
409
Trust Point Inc
Wisconsin
$298K
MKC
410
M. Kraus & Co
Vermont
$293K
AC
411
Aristides Capital
Kentucky
$292K
AFP
412
Ausdal Financial Partners
Iowa
$292K
DM
413
Diversified Management
Wisconsin
$292K
SAI
414
Savvy Advisors Inc
New York
$287K
First Eagle Investment Management
415
First Eagle Investment Management
New York
$284K
PIM
416
Penobscot Investment Management
Massachusetts
$284K
OPW
417
Osprey Private Wealth
New York
$284K
EFS
418
Essex Financial Services
Connecticut
$280K
WTC
419
WhitTier Trust Company
Nevada
$279K
FDP
420
Financiere des Professionnels
Quebec, Canada
$277K
DWM
421
Diversify Wealth Management
Utah
$275K
LFA
422
Legend Financial Advisors
Pennsylvania
$274K
PWG
423
Portside Wealth Group
Utah
$267K
WTB
424
Washington Trust Bank
Washington
$266K
HTHT
425
Hemenway Trust Hemenway Trust
New Hampshire
$266K