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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

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

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
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
451
Florida Financial Advisors
Florida
$221K +$252K +2,605 New
GCM
452
Gallacher Capital Management
Colorado
$218K +$248K +2,572 New
GC
453
Guggenheim Capital
Illinois
$218K -$4.83K -50 -2%
KCM
454
Kathmere Capital Management
Pennsylvania
$217K +$2.9K +30 +1%
SI
455
Stirlingshire Investments
New York
$214K -$17.9K -185 -7%
FMI
456
Frec Markets Inc
California
$213K +$242K +2,511 New
GLA
457
Great Lakes Advisors
Illinois
$212K +$2.03K +21 +0.8%
AIM
458
Advyzon Investment Management
Illinois
$211K -$17.4K -180 -7%
LC
459
LCNB Corp
Ohio
$210K
MCM
460
Manchester Capital Management
Vermont
$208K -$9.66K -100 -4%
VBFP
461
Valtinson Bruner Financial Planning
Minnesota
$206K -$3.09K -32 -1%
NP
462
NorthRock Partners
Minnesota
$206K +$234K +2,426 New
ETC
463
Exchange Traded Concepts
Oklahoma
$204K -$35.9K -372 -13%
CCM
464
Compass Capital Management
Minnesota
$202K -$229K -2,375 -50%
NRI
465
NFP Retirement Inc
California
$201K +$290 +3 +0.1%
SWM
466
Steinberganna Wealth Management
New York
$201K +$773 +8 +0.3%
HFS
467
Hantz Financial Services
Michigan
$197K +$26.4K +273 +13%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$180K +$7.53K +78 +4%
SAM
469
Smartleaf Asset Management
Massachusetts
$172K +$3.38K +35 +2%
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$170K +$101K +1,050 +110%
MB
471
MidFirst Bank
Oklahoma
$168K
Rockefeller Capital Management
472
Rockefeller Capital Management
New York
$164K -$30.7K -318 -14%
WT
473
Whittier Trust
California
$162K -$12.7K -131 -6%
KFAS
474
Keating Financial Advisory Services
Kansas
$162K -$15.6K -162 -8%
Twin Tree Management
475
Twin Tree Management
Texas
$161K +$183K +1,893 New