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Donaldson

617 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $284K

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

10% more funds holding

Funds holding: 562617 (+55)

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.91%87.24% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
617
Holders Change
+55
Holders Change %
+9.79%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
104
Increased
178
Reduced
220
Closed
42
Calls
$3.01M
Puts
$284K
Net Calls
+$2.73M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
426
Hemenway Trust Hemenway Trust
New Hampshire
$266K
PT
427
Plimoth Trust
Massachusetts
$266K
WTB
428
Washington Trust Bank
Washington
$266K
MAS
429
Meeder Advisory Services
Ohio
$265K +$260K +2,988 New
GI
430
GAMMA Investing
California
$263K +$26.4K +304 +11%
RAM
431
Ramirez Asset Management
New York
$262K
BIG
432
Brooklyn Investment Group
New York
$260K +$248K +2,856 New
LAM
433
LECAP Asset Management
United Kingdom
$258K +$252K +2,905 New
1WM
434
1900 Wealth Management
Texas
$256K
NA
435
NewEdge Advisors
Louisiana
$254K -$228K -2,627 -48%
NIM
436
Northeast Investment Management
Massachusetts
$254K -$14.5K -167 -6%
EWM
437
Empirical Wealth Management
Washington
$254K +$26.5K +305 +12%
MFG
438
Merit Financial Group
Georgia
$251K +$246K +2,836 New
AAP
439
Arax Advisory Partners
Colorado
$250K -$692K -7,965 -74%
HHAA
440
Henry H. Armstrong Associates
Pennsylvania
$248K
BTI
441
Blue Trust Inc
Georgia
$248K -$31.9K -367 -12%
MGIA
442
Moneta Group Investment Advisors
Missouri
$247K +$1.39K +16 +0.6%
FPH
443
Financial Planning Hawaii
Hawaii
$247K +$242K +2,790 New
FFM
444
Forum Financial Management
Illinois
$247K +$521 +6 +0.2%
SO
445
STRS Ohio
Ohio
$247K +$434 +5 +0.2%
ETC
446
Exchange Traded Concepts
Oklahoma
$247K +$242K +2,781 New
MML Investors Services
447
MML Investors Services
Massachusetts
$245K -$98.8K -1,138 -29%
TC
448
Tannin Capital
North Carolina
$244K +$239K +2,755 New
NAS
449
Nicolet Advisory Services
Wisconsin
$244K +$221K +2,540 New
FA
450
Faithward Advisors
Pennsylvania
$242K -$9.47K -109 -4%