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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$57K
GG
427
Gleason Group
Kentucky
$55.4K
CI
428
CX Institutional
Indiana
$54K
OWA
429
Opal Wealth Advisors
New York
$53.7K
BIG
430
Brooklyn Investment Group
New York
$50.8K
CTC
431
Central Trust Company
Missouri
$50.6K
UB
432
UMB Bank
Missouri
$47.8K
SS
433
Sunbelt Securities
Texas
$47.7K
SC
434
Steph & Co
Wisconsin
$45.9K
HC
435
Hoese & Co
Minnesota
$45.8K
TCOV
436
Trust Company of Vermont
Vermont
$45.1K
WB
437
Webster Bank
Connecticut
$35.6K
NC
438
NewSquare Capital
Pennsylvania
$34.3K
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$34.3K
BGA
440
Battery Global Advisors
Massachusetts
$33.1K
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
HFS
442
Hantz Financial Services
Michigan
$29K
HI
443
Harbour Investments
Wisconsin
$27.8K
ADL
444
Asset Dedication LLC
California
$26.1K
PK
445
Pflug Koory
Nebraska
$25K
CA
446
Clearstead Advisors
Ohio
$21.6K
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$20.4K
FHA
448
First Horizon Advisors
Tennessee
$20.2K
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
AF
450
Advisornet Financial
Minnesota
$18.4K