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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
451
Kathmere Capital Management
Pennsylvania
$217K
SI
452
Stirlingshire Investments
New York
$214K
FMI
453
Frec Markets Inc
California
$213K
GLA
454
Great Lakes Advisors
Illinois
$212K
AIM
455
Advyzon Investment Management
Illinois
$211K
LC
456
LCNB Corp
Ohio
$210K
MCM
457
Manchester Capital Management
Vermont
$208K
VBFP
458
Valtinson Bruner Financial Planning
Minnesota
$206K
NP
459
NorthRock Partners
Minnesota
$206K
ETC
460
Exchange Traded Concepts
Oklahoma
$204K
CCM
461
Compass Capital Management
Minnesota
$202K
NRI
462
NFP Retirement Inc
California
$201K
SWM
463
Steinberganna Wealth Management
New York
$201K
HFS
464
Hantz Financial Services
Michigan
$197K
PFBT
465
Parkside Financial Bank & Trust
Missouri
$180K
SAM
466
Smartleaf Asset Management
Massachusetts
$172K
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$170K
MB
468
MidFirst Bank
Oklahoma
$168K
Rockefeller Capital Management
469
Rockefeller Capital Management
New York
$164K
WT
470
Whittier Trust
California
$162K
KFAS
471
Keating Financial Advisory Services
Kansas
$162K
Twin Tree Management
472
Twin Tree Management
Texas
$161K
IA
473
IFP Advisors
Florida
$150K
Bessemer Group
474
Bessemer Group
New Jersey
$145K
BSB
475
Bangor Savings Bank
Maine
$129K