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Donaldson

522 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 196 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: $ → $

19% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 196

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
522
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
CI
426
CX Institutional
Indiana
$54K
OWA
427
Opal Wealth Advisors
New York
$53.7K
BIG
428
Brooklyn Investment Group
New York
$50.8K
CTC
429
Central Trust Company
Missouri
$50.6K
UB
430
UMB Bank
Missouri
$47.8K
SS
431
Sunbelt Securities
Texas
$47.7K
SC
432
Steph & Co
Wisconsin
$45.9K
HC
433
Hoese & Co
Minnesota
$45.8K
TCOV
434
Trust Company of Vermont
Vermont
$45.1K
WB
435
Webster Bank
Connecticut
$35.6K
NC
436
NewSquare Capital
Pennsylvania
$34.3K
National Bank of Canada
437
National Bank of Canada
Quebec, Canada
$34.3K
BGA
438
Battery Global Advisors
Massachusetts
$33.1K
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
HFS
440
Hantz Financial Services
Michigan
$29K
HI
441
Harbour Investments
Wisconsin
$27.8K
ADL
442
Asset Dedication LLC
California
$26.1K
PK
443
Pflug Koory
Nebraska
$25K
CA
444
Clearstead Advisors
Ohio
$21.6K
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$20.4K
FHA
446
First Horizon Advisors
Tennessee
$20.2K
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
AF
448
Advisornet Financial
Minnesota
$18.4K
MEG
449
Millstone Evans Group
Colorado
$14.7K
HPC
450
HM Payson & Co
Maine
$13.3K