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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

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
520
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
BIG
426
Brooklyn Investment Group
New York
$50.8K
CTC
427
Central Trust Company
Missouri
$50.6K
UB
428
UMB Bank
Missouri
$47.8K
SS
429
Sunbelt Securities
Texas
$47.7K
SC
430
Steph & Co
Wisconsin
$45.9K
HC
431
Hoese & Co
Minnesota
$45.8K
TCOV
432
Trust Company of Vermont
Vermont
$45.1K
WB
433
Webster Bank
Connecticut
$35.6K
NC
434
NewSquare Capital
Pennsylvania
$34.3K
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$34.3K
BGA
436
Battery Global Advisors
Massachusetts
$33.1K
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
HFS
438
Hantz Financial Services
Michigan
$29K
HI
439
Harbour Investments
Wisconsin
$27.8K
ADL
440
Asset Dedication LLC
California
$26.1K
PK
441
Pflug Koory
Nebraska
$25K
CA
442
Clearstead Advisors
Ohio
$21.6K
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$20.4K
FHA
444
First Horizon Advisors
Tennessee
$20.2K
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
AF
446
Advisornet Financial
Minnesota
$18.4K
MEG
447
Millstone Evans Group
Colorado
$14.7K
HPC
448
HM Payson & Co
Maine
$13.3K
AF
449
Allworth Financial
California
$13.3K
PWMG
450
Private Wealth Management Group
New Jersey
$12.4K