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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
PT
426
Plimoth Trust
Massachusetts
$255K
WTB
427
Washington Trust Bank
Washington
$255K
ATPW
428
Ashton Thomas Private Wealth
Arizona
$253K +$288K +2,983 New
RAM
429
Ramirez Asset Management
New York
$251K
AAP
430
Arax Advisory Partners
Colorado
$251K +$12.3K +127 +4%
PWG
431
Portside Wealth Group
Utah
$251K -$5.31K -55 -2%
BTI
432
Blue Trust Inc
Georgia
$248K +$12.8K +133 +5%
EFS
433
Essex Financial Services
Connecticut
$246K -$26K -269 -9%
1WM
434
1900 Wealth Management
Texas
$245K
GI
435
GAMMA Investing
California
$245K -$8.02K -83 -3%
NIM
436
Northeast Investment Management
Massachusetts
$243K
NA
437
NewEdge Advisors
Louisiana
$243K -$966 -10 -0.3%
MGIA
438
Moneta Group Investment Advisors
Missouri
$239K +$1.93K +20 +0.7%
HHAA
439
Henry H. Armstrong Associates
Pennsylvania
$238K
TC
440
Tannin Capital
North Carolina
$237K +$4.06K +42 +2%
FPH
441
Financial Planning Hawaii
Hawaii
$237K
TAM
442
Tocqueville Asset Management
New York
$236K +$269K +2,786 New
SO
443
STRS Ohio
Ohio
$233K -$3.09K -32 -1%
PCA
444
Pallas Capital Advisors
Massachusetts
$230K +$2.51K +26 +1%
CT
445
Chicago Trust
Illinois
$230K
OIA
446
OneDigital Investment Advisors
Kansas
$227K -$77.5K -802 -23%
KPWG
447
KFA Private Wealth Group
Virginia
$226K
MAS
448
Meeder Advisory Services
Ohio
$223K -$34.4K -356 -12%
FA
449
Faithward Advisors
Pennsylvania
$223K -$10K -104 -4%
PA
450
Profund Advisors
Maryland
$223K +$11.3K +117 +5%