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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

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
520
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
RA
451
Rise Advisors
New York
$11.5K
AAP
452
Arax Advisory Partners
Colorado
$11.5K
TCOT
453
Trust Company of Toledo
Ohio
$10.1K
HWM
454
Hemington Wealth Management
Virginia
$10K
GWSG
455
GPS Wealth Strategies Group
Colorado
$9.71K
JWA
456
JFS Wealth Advisors
Pennsylvania
$9.29K
WTFG
457
Wood Tarver Financial Group
Idaho
$9K
Mitsubishi UFJ Asset Management
458
Mitsubishi UFJ Asset Management
Japan
$8.32K
TPWA
459
Twin Peaks Wealth Advisors
California
$8.26K
MCM
460
MAI Capital Management
Ohio
$8.11K
JFA
461
JNBA Financial Advisors
Minnesota
$7.77K
CT
462
Clearstead Trust
Maine
$7.63K
TWD
463
True Wealth Design
Ohio
$7.42K
LI
464
LRI Investments
Florida
$7K
CFD
465
Creative Financial Designs
Indiana
$6.59K
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$6.59K
ATC
467
Adirondack Trust Company
New York
$6.31K
DWM
468
Dogwood Wealth Management
Kansas
$6.29K
MSWM
469
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K
IWM
470
IMG Wealth Management
Florida
$5.89K
HIW
471
Holos Integrated Wealth
Pennsylvania
$5.63K
RJA
472
Ross\Johnson & Associates
Minnesota
$5.55K
GRP
473
Global Retirement Partners
California
$5.06K
AA
474
Ancora Advisors
Ohio
$4.99K
BFS
475
Bare Financial Services
Pennsylvania
$4.72K