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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 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: $ → $

20% less call options, than puts

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

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
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
MEG
451
Millstone Evans Group
Colorado
$14.7K
HPC
452
HM Payson & Co
Maine
$13.3K
AF
453
Allworth Financial
California
$13.3K
PWMG
454
Private Wealth Management Group
New Jersey
$12.4K
RA
455
Rise Advisors
New York
$11.5K
AAP
456
Arax Advisory Partners
Colorado
$11.5K
TCOT
457
Trust Company of Toledo
Ohio
$10.1K
HWM
458
Hemington Wealth Management
Virginia
$10K
GWSG
459
GPS Wealth Strategies Group
Colorado
$9.71K
JWA
460
JFS Wealth Advisors
Pennsylvania
$9.29K
WTFG
461
Wood Tarver Financial Group
Idaho
$9K
Mitsubishi UFJ Asset Management
462
Mitsubishi UFJ Asset Management
Japan
$8.32K
TPWA
463
Twin Peaks Wealth Advisors
California
$8.26K
MCM
464
MAI Capital Management
Ohio
$8.11K
JFA
465
JNBA Financial Advisors
Minnesota
$7.77K
CT
466
Clearstead Trust
Maine
$7.63K
TWD
467
True Wealth Design
Ohio
$7.42K
LI
468
LRI Investments
Florida
$7K
CFD
469
Creative Financial Designs
Indiana
$6.59K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$6.59K
ATC
471
Adirondack Trust Company
New York
$6.31K
DWM
472
Dogwood Wealth Management
Kansas
$6.29K
MSWM
473
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K
IWM
474
IMG Wealth Management
Florida
$5.89K
HIW
475
Holos Integrated Wealth
Pennsylvania
$5.63K