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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

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

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
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFP Advisors
Florida
$150K +$58K +601 +52%
Bessemer Group
477
Bessemer Group
New Jersey
$145K +$13.4K +139 +9%
BSB
478
Bangor Savings Bank
Maine
$129K -$12.6K -130 -8%
RFP
479
Root Financial Partners
California
$129K +$9.56K +99 +7%
S
480
SignatureFD
Georgia
$127K +$8.98K +93 +7%
KTC
481
Kentucky Trust Company
Kentucky
$121K
GWP
482
Gen-Wealth Partners
Michigan
$115K -$91.6K -949 -41%
CTC
483
Central Trust Company
Missouri
$114K +$30.4K +315 +31%
UB
484
UMB Bank
Missouri
$106K +$13.3K +138 +12%
BONH
485
Bank of New Hampshire
New Hampshire
$99.6K -$2.41K -25 -2%
PCFFS
486
Pacific Center for Financial Services
California
$84.9K
ERSOT
487
Employees Retirement System of Texas
Texas
$83K
AA
488
Ancora Advisors
Ohio
$75.5K
SMBT
489
Southern Michigan Bank & Trust
Michigan
$70.4K +$80.2K +830 New
GG
490
Gleason Group
Kentucky
$68.6K +$290 +3 +0.4%
GWM
491
Geneos Wealth Management
Colorado
$67.9K
S
492
Sachetta
Massachusetts
$64.8K +$73.8K +764 New
SS
493
Sunbelt Securities
Texas
$61.6K +$193 +2 +0.3%
UFF
494
USA Financial Formulas
Michigan
$61K -$71.5K -740 -51%
AAM
495
Advisors Asset Management
Colorado
$57.6K -$107K -1,111 -62%
HC
496
Hoese & Co
Minnesota
$56K
C
497
Covestor
United Kingdom
$52K -$49.6K -514 -46%
EP
498
Essential Partners
California
$50.5K
SC
499
Steph & Co
Wisconsin
$46.7K -$38K -394 -42%
HI
500
Harbour Investments
Wisconsin
$45.4K +$20.4K +211 +65%