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Donaldson

560 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 171 increasing their positions, 192 reducing their positions, and 46 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: $ → $

7% more funds holding

Funds holding: 524560 (+36)

1.97% less ownership

Funds ownership: 87.81%85.84% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 192

Holders
560
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
VBFP
426
Valtinson Bruner Financial Planning
Minnesota
$212K
EWM
427
Empirical Wealth Management
Washington
$210K
MCCA
428
Mill Creek Capital Advisors
Pennsylvania
$209K
QWM
429
Quadcap Wealth Management
Texas
$208K
ECM
430
Everence Capital Management
Indiana
$203K
LC
431
LCNB Corp
Ohio
$203K
CCA
432
Checchi Capital Advisers
California
$202K
AWE
433
Avidian Wealth Enterprises
Texas
$201K
AIM
434
Advyzon Investment Management
Illinois
$200K
Rockefeller Capital Management
435
Rockefeller Capital Management
New York
$198K
CAM
436
Creekmur Asset Management
Illinois
$196K
FDP
437
Financiere des Professionnels
Quebec, Canada
$195K
PS
438
Principal Securities
Iowa
$188K
WT
439
Whittier Trust
California
$167K
EWA
440
EverSource Wealth Advisors
Alabama
$167K
Bessemer Group
441
Bessemer Group
New Jersey
$163K
VI
442
Vestcor Inc
New Brunswick, Canada
$162K
PFBT
443
Parkside Financial Bank & Trust
Missouri
$161K
SAM
444
Shell Asset Management
Netherlands
$151K
SAM
445
Smartleaf Asset Management
Massachusetts
$149K
QL
446
Quarry LP
New York
$137K
BSB
447
Bangor Savings Bank
Maine
$135K
Walleye Capital
448
Walleye Capital
New York
$130K
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$122K
KTC
450
Kentucky Trust Company
Kentucky
$122K