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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
476
Trust Company of Vermont
Vermont
$28.6K
HI
477
Harbour Investments
Wisconsin
$27.8K
TWD
478
True Wealth Design
Ohio
$26.6K
CA
479
Clearstead Advisors
Ohio
$25.5K
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$23.1K
AF
481
Advisornet Financial
Minnesota
$21.6K
CPG
482
Cornerstone Planning Group
New Jersey
$21.1K
ACM
483
Aster Capital Management
United Arab Emirates
$19.3K
AF
484
Allworth Financial
California
$18.4K
MEG
485
Millstone Evans Group
Colorado
$17.4K
DWM
486
Dogwood Wealth Management
Kansas
$16.4K
QC
487
Quent Capital
New York
$16.2K
HPC
488
HM Payson & Co
Maine
$15.7K
PWMG
489
Private Wealth Management Group
New Jersey
$14.7K
RA
490
Rise Advisors
New York
$13.7K
Optiver Holding
491
Optiver Holding
Netherlands
$13.1K
HWM
492
Hemington Wealth Management
Virginia
$13K
BFS
493
Bare Financial Services
Pennsylvania
$12.2K
MG
494
Mather Group
Illinois
$12.1K
TCOT
495
Trust Company of Toledo
Ohio
$11.9K
GWSG
496
GPS Wealth Strategies Group
Colorado
$11.5K
Mitsubishi UFJ Asset Management
497
Mitsubishi UFJ Asset Management
Japan
$9.82K
JFA
498
JNBA Financial Advisors
Minnesota
$9.17K
CT
499
Clearstead Trust
Maine
$9K
JWA
500
JFS Wealth Advisors
Pennsylvania
$8.6K