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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
426
Ashton Thomas Private Wealth
Arizona
$253K
RAM
427
Ramirez Asset Management
New York
$251K
AAP
428
Arax Advisory Partners
Colorado
$251K
PWG
429
Portside Wealth Group
Utah
$251K
BTI
430
Blue Trust Inc
Georgia
$248K
EFS
431
Essex Financial Services
Connecticut
$246K
1WM
432
1900 Wealth Management
Texas
$245K
GI
433
GAMMA Investing
California
$245K
NIM
434
Northeast Investment Management
Massachusetts
$243K
MGIA
435
Moneta Group Investment Advisors
Missouri
$239K
HHAA
436
Henry H. Armstrong Associates
Pennsylvania
$238K
TC
437
Tannin Capital
North Carolina
$237K
FPH
438
Financial Planning Hawaii
Hawaii
$237K
TAM
439
Tocqueville Asset Management
New York
$236K
SO
440
STRS Ohio
Ohio
$233K
PCA
441
Pallas Capital Advisors
Massachusetts
$230K
CT
442
Chicago Trust
Illinois
$230K
OIA
443
OneDigital Investment Advisors
Kansas
$227K
KPWG
444
KFA Private Wealth Group
Virginia
$226K
MAS
445
Meeder Advisory Services
Ohio
$223K
FA
446
Faithward Advisors
Pennsylvania
$223K
PA
447
Profund Advisors
Maryland
$223K
FFA
448
Florida Financial Advisors
Florida
$221K
GCM
449
Gallacher Capital Management
Colorado
$218K
GC
450
Guggenheim Capital
Illinois
$218K