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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
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
PT
426
Plimoth Trust
Massachusetts
$255K
WTB
427
Washington Trust Bank
Washington
$255K
ATPW
428
Ashton Thomas Private Wealth
Arizona
$253K
RAM
429
Ramirez Asset Management
New York
$251K
AAP
430
Arax Advisory Partners
Colorado
$251K
PWG
431
Portside Wealth Group
Utah
$251K
BTI
432
Blue Trust Inc
Georgia
$248K
EFS
433
Essex Financial Services
Connecticut
$246K
1WM
434
1900 Wealth Management
Texas
$245K
GI
435
GAMMA Investing
California
$245K
NIM
436
Northeast Investment Management
Massachusetts
$243K
NA
437
NewEdge Advisors
Louisiana
$243K
MGIA
438
Moneta Group Investment Advisors
Missouri
$239K
HHAA
439
Henry H. Armstrong Associates
Pennsylvania
$238K
TC
440
Tannin Capital
North Carolina
$237K
FPH
441
Financial Planning Hawaii
Hawaii
$237K
TAM
442
Tocqueville Asset Management
New York
$236K
SO
443
STRS Ohio
Ohio
$233K
PCA
444
Pallas Capital Advisors
Massachusetts
$230K
CT
445
Chicago Trust
Illinois
$230K
OIA
446
OneDigital Investment Advisors
Kansas
$227K
KPWG
447
KFA Private Wealth Group
Virginia
$226K
MAS
448
Meeder Advisory Services
Ohio
$223K
FA
449
Faithward Advisors
Pennsylvania
$223K
PA
450
Profund Advisors
Maryland
$223K