DCI icon

Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 reducing their positions, and 42 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Advyzon Investment Management
Illinois
$237K
KPWG
452
KFA Private Wealth Group
Virginia
$237K
RWM
453
Ritholtz Wealth Management
New York
$234K
GC
454
Guggenheim Capital
Illinois
$232K
CCM
455
Coldstream Capital Management
Washington
$227K
MCM
456
Manchester Capital Management
Vermont
$227K
KCM
457
Kathmere Capital Management
Pennsylvania
$225K
PA
458
Profund Advisors
Maryland
$223K
ECM
459
Everence Capital Management
Indiana
$220K
GLA
460
Great Lakes Advisors
Illinois
$220K
AWE
461
Avidian Wealth Enterprises
Texas
$220K
LC
462
LCNB Corp
Ohio
$219K
VBFP
463
Valtinson Bruner Financial Planning
Minnesota
$218K
MCCA
464
Mill Creek Capital Advisors
Pennsylvania
$215K
DT
465
Diversified Trust
Tennessee
$212K
NRI
466
NFP Retirement Inc
California
$209K
SAM
467
Silvercrest Asset Management
New York
$209K
SWM
468
Steinberganna Wealth Management
New York
$209K
CCA
469
Checchi Capital Advisers
California
$208K
ICP
470
Interchange Capital Partners
Pennsylvania
$207K
GWP
471
Gen-Wealth Partners
Michigan
$204K
PC
472
Payne Capital
Oregon
$204K
SI
473
Stephens Inc
Arkansas
$201K
PIMG
474
Patriot Investment Management Group
Tennessee
$201K
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$200K