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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 47 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: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
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
LC
426
LCNB Corp
Ohio
$203K
CCA
427
Checchi Capital Advisers
California
$202K
AWE
428
Avidian Wealth Enterprises
Texas
$201K
AIM
429
Advyzon Investment Management
Illinois
$200K
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$198K
CAM
431
Creekmur Asset Management
Illinois
$196K
FDP
432
Financiere des Professionnels
Quebec, Canada
$195K
PS
433
Principal Securities
Iowa
$188K
WT
434
Whittier Trust
California
$167K
EWA
435
EverSource Wealth Advisors
Alabama
$167K
Bessemer Group
436
Bessemer Group
New Jersey
$163K
VI
437
Vestcor Inc
New Brunswick, Canada
$162K
PFBT
438
Parkside Financial Bank & Trust
Missouri
$161K
SAM
439
Shell Asset Management
Netherlands
$151K
SAM
440
Smartleaf Asset Management
Massachusetts
$149K
QL
441
Quarry LP
New York
$137K
BSB
442
Bangor Savings Bank
Maine
$135K
Walleye Capital
443
Walleye Capital
New York
$130K
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$122K
KTC
445
Kentucky Trust Company
Kentucky
$122K
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$114K
BONH
447
Bank of New Hampshire
New Hampshire
$114K
RFP
448
Root Financial Partners
California
$109K
BNP Paribas Asset Management
449
BNP Paribas Asset Management
France
$109K
S
450
SignatureFD
Georgia
$105K