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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
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
FFA
451
Florida Financial Advisors
Florida
$221K
GCM
452
Gallacher Capital Management
Colorado
$218K
GC
453
Guggenheim Capital
Illinois
$218K
KCM
454
Kathmere Capital Management
Pennsylvania
$217K
SI
455
Stirlingshire Investments
New York
$214K
FMI
456
Frec Markets Inc
California
$213K
GLA
457
Great Lakes Advisors
Illinois
$212K
AIM
458
Advyzon Investment Management
Illinois
$211K
LC
459
LCNB Corp
Ohio
$210K
MCM
460
Manchester Capital Management
Vermont
$208K
VBFP
461
Valtinson Bruner Financial Planning
Minnesota
$206K
NP
462
NorthRock Partners
Minnesota
$206K
ETC
463
Exchange Traded Concepts
Oklahoma
$204K
CCM
464
Compass Capital Management
Minnesota
$202K
NRI
465
NFP Retirement Inc
California
$201K
SWM
466
Steinberganna Wealth Management
New York
$201K
HFS
467
Hantz Financial Services
Michigan
$197K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$180K
SAM
469
Smartleaf Asset Management
Massachusetts
$172K
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$170K
MB
471
MidFirst Bank
Oklahoma
$168K
Rockefeller Capital Management
472
Rockefeller Capital Management
New York
$164K
WT
473
Whittier Trust
California
$162K
KFAS
474
Keating Financial Advisory Services
Kansas
$162K
Twin Tree Management
475
Twin Tree Management
Texas
$161K