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Donaldson

522 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 196 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

19% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 196

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$13.3K
PWMG
452
Private Wealth Management Group
New Jersey
$12.4K
RA
453
Rise Advisors
New York
$11.5K
AAP
454
Arax Advisory Partners
Colorado
$11.5K
TCOT
455
Trust Company of Toledo
Ohio
$10.1K
HWM
456
Hemington Wealth Management
Virginia
$10K
GWSG
457
GPS Wealth Strategies Group
Colorado
$9.71K
JWA
458
JFS Wealth Advisors
Pennsylvania
$9.29K
WTFG
459
Wood Tarver Financial Group
Idaho
$9K
Mitsubishi UFJ Asset Management
460
Mitsubishi UFJ Asset Management
Japan
$8.32K
TPWA
461
Twin Peaks Wealth Advisors
California
$8.26K
MCM
462
MAI Capital Management
Ohio
$8.11K
JFA
463
JNBA Financial Advisors
Minnesota
$7.77K
CT
464
Clearstead Trust
Maine
$7.63K
TWD
465
True Wealth Design
Ohio
$7.42K
LI
466
LRI Investments
Florida
$7K
CFD
467
Creative Financial Designs
Indiana
$6.59K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$6.59K
ATC
469
Adirondack Trust Company
New York
$6.31K
DWM
470
Dogwood Wealth Management
Kansas
$6.29K
MSWM
471
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K
IWM
472
IMG Wealth Management
Florida
$5.89K
HIW
473
Holos Integrated Wealth
Pennsylvania
$5.63K
RJA
474
Ross\Johnson & Associates
Minnesota
$5.55K
GRP
475
Global Retirement Partners
California
$5.06K