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Donaldson

617 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $284K

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

10% more funds holding

Funds holding: 562617 (+55)

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.91%87.24% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
617
Holders Change
+55
Holders Change %
+9.79%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
104
Increased
178
Reduced
220
Closed
42
Calls
$3.01M
Puts
$284K
Net Calls
+$2.73M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
451
Stirlingshire Investments
New York
$240K +$235K +2,707 New
CT
452
Chicago Trust
Illinois
$240K +$235K +2,705 New
PCA
453
Pallas Capital Advisors
Massachusetts
$238K +$1.3K +15 +0.6%
AIM
454
Advyzon Investment Management
Illinois
$237K +$19.6K +226 +9%
KPWG
455
KFA Private Wealth Group
Virginia
$237K
VPW
456
Vericrest Private Wealth
Pennsylvania
$236K +$232K +2,666 New
RWM
457
Ritholtz Wealth Management
New York
$234K +$230K +2,644 New
GC
458
Guggenheim Capital
Illinois
$232K -$2.69K -31 -1%
CCM
459
Coldstream Capital Management
Washington
$227K -$170K -1,961 -43%
MCM
460
Manchester Capital Management
Vermont
$227K +$130K +1,500 +142%
KCM
461
Kathmere Capital Management
Pennsylvania
$225K +$220K +2,533 New
PA
462
Profund Advisors
Maryland
$223K -$14K -161 -6%
ECM
463
Everence Capital Management
Indiana
$220K
GLA
464
Great Lakes Advisors
Illinois
$220K +$215K +2,479 New
AWE
465
Avidian Wealth Enterprises
Texas
$220K +$2.17K +25 +1%
LC
466
LCNB Corp
Ohio
$219K
VBFP
467
Valtinson Bruner Financial Planning
Minnesota
$218K -$11.3K -130 -5%
MCCA
468
Mill Creek Capital Advisors
Pennsylvania
$215K -$11.6K -134 -5%
DT
469
Diversified Trust
Tennessee
$212K +$208K +2,396 New
NRI
470
NFP Retirement Inc
California
$209K +$205K +2,362 New
SAM
471
Silvercrest Asset Management
New York
$209K +$205K +2,361 New
SWM
472
Steinberganna Wealth Management
New York
$209K +$205K +2,357 New
CCA
473
Checchi Capital Advisers
California
$208K -$10.9K -125 -5%
ICP
474
Interchange Capital Partners
Pennsylvania
$207K +$202K +2,331 New
GWP
475
Gen-Wealth Partners
Michigan
$204K -$73.4K -845 -27%