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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
451
Pallas Capital Advisors
Massachusetts
$238K
AIM
452
Advyzon Investment Management
Illinois
$237K
KPWG
453
KFA Private Wealth Group
Virginia
$237K
VPW
454
Vericrest Private Wealth
Pennsylvania
$236K
RWM
455
Ritholtz Wealth Management
New York
$234K
GC
456
Guggenheim Capital
Illinois
$232K
CCM
457
Coldstream Capital Management
Washington
$227K
MCM
458
Manchester Capital Management
Vermont
$227K
KCM
459
Kathmere Capital Management
Pennsylvania
$225K
PA
460
Profund Advisors
Maryland
$223K
ECM
461
Everence Capital Management
Indiana
$220K
GLA
462
Great Lakes Advisors
Illinois
$220K
AWE
463
Avidian Wealth Enterprises
Texas
$220K
LC
464
LCNB Corp
Ohio
$219K
VBFP
465
Valtinson Bruner Financial Planning
Minnesota
$218K
MCCA
466
Mill Creek Capital Advisors
Pennsylvania
$215K
DT
467
Diversified Trust
Tennessee
$212K
NRI
468
NFP Retirement Inc
California
$209K
SAM
469
Silvercrest Asset Management
New York
$209K
SWM
470
Steinberganna Wealth Management
New York
$209K
CCA
471
Checchi Capital Advisers
California
$208K
ICP
472
Interchange Capital Partners
Pennsylvania
$207K
GWP
473
Gen-Wealth Partners
Michigan
$204K
PC
474
Payne Capital
Oregon
$204K
SI
475
Stephens Inc
Arkansas
$201K