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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
401
Leeward Financial Partners
Washington
$296K
MSS
402
Mitchell Sinkler & Starr
Pennsylvania
$294K
WIA
403
World Investment Advisors
California
$289K
NDSIB
404
North Dakota State Investment Board
North Dakota
$288K
SL
405
Summitry LLC
California
$286K
MFG
406
Merit Financial Group
Georgia
$285K
VI
407
Vestcor Inc
New Brunswick, Canada
$284K
EWA
408
EverSource Wealth Advisors
Alabama
$281K
MKC
409
M. Kraus & Co
Vermont
$280K
MOS
410
MGO One Seven
Ohio
$279K
PEAK6
411
PEAK6
Illinois
$277K
SMDAM
412
Sumitomo Mitsui DS Asset Management
Japan
$275K
OPW
413
Osprey Private Wealth
New York
$272K
First Eagle Investment Management
414
First Eagle Investment Management
New York
$272K
PIM
415
Penobscot Investment Management
Massachusetts
$272K
SAI
416
Savvy Advisors Inc
New York
$271K
CL
417
Choreo LLC
Illinois
$263K
SFG
418
SNS Financial Group
Minnesota
$263K
LFA
419
Legend Financial Advisors
Pennsylvania
$262K
RP
420
Riverwater Partners
Wisconsin
$260K
WTC
421
WhitTier Trust Company
Nevada
$259K
MF
422
Magnetar Financial
Illinois
$259K
PT
423
Plimoth Trust
Massachusetts
$255K
HTHT
424
Hemenway Trust Hemenway Trust
New Hampshire
$255K
WTB
425
Washington Trust Bank
Washington
$255K