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Donaldson

514 hedge funds and large institutions have $6.92B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.38% more ownership

Funds ownership: 85.69%86.07% (+0.38%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

2% less funds holding

Funds holding: 523514 (-9)

Holders
514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.11M
Puts
$5.12M
Net Calls
Net Calls Change

Top Buyers

1 +$95.9M
2 +$64.1M
3 +$23.1M
4
CC
Capital Counsel
New York
+$22.5M
5
UBS Group
UBS Group
Switzerland
+$20.9M

Top Sellers

1 -$21.9M
2 -$19.8M
3 -$17.9M
4
State Street
State Street
Massachusetts
-$16.9M
5
MPI
Mairs & Power Inc
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
451
GPS Wealth Strategies Group
Colorado
$9.39K
HWM
452
Hemington Wealth Management
Virginia
$9K
Mitsubishi UFJ Asset Management
453
Mitsubishi UFJ Asset Management
Japan
$8.05K
CA
454
Clearstead Advisors
Ohio
$7.99K
MC
455
Montag & Caldwell
Georgia
$7.58K
JFA
456
JNBA Financial Advisors
Minnesota
$7.51K
AF
457
Allworth Financial
California
$7.31K
LI
458
LRI Investments
Florida
$6.77K
PB
459
Pinnacle Bancorp
Nebraska
$6.44K
ATC
460
Adirondack Trust Company
New York
$6.1K
PWMG
461
Private Wealth Management Group
New Jersey
$6.04K
MSWM
462
Mowery & Schoenfeld Wealth Management
Illinois
$6.04K
CFD
463
Creative Financial Designs
Indiana
$5.7K
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$5.63K
RJA
465
Ross\Johnson & Associates
Minnesota
$5.36K
HIW
466
Holos Integrated Wealth
Pennsylvania
$5.23K
Optiver Holding
467
Optiver Holding
Netherlands
$5.1K
QC
468
Quent Capital
New York
$4.99K
TWD
469
True Wealth Design
Ohio
$4.83K
AS
470
Altshuler Shaham
Israel
$3.75K
HCP
471
Hexagon Capital Partners
Arkansas
$3.62K
CAL
472
Capital Advisors Ltd
Ohio
$3K
CAL
473
Capital Analysts LLC
Pennsylvania
$3K
CWP
474
Concord Wealth Partners
Virginia
$2.88K
AssetMark Inc
475
AssetMark Inc
California
$2.82K