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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 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: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
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
AF
476
Advisornet Financial
Minnesota
$21.6K
CPG
477
Cornerstone Planning Group
New Jersey
$21.1K
ACM
478
Aster Capital Management
United Arab Emirates
$19.3K
MEG
479
Millstone Evans Group
Colorado
$17.4K
DWM
480
Dogwood Wealth Management
Kansas
$16.4K
QC
481
Quent Capital
New York
$16.2K
HPC
482
HM Payson & Co
Maine
$15.7K
PWMG
483
Private Wealth Management Group
New Jersey
$14.7K
RA
484
Rise Advisors
New York
$13.7K
Optiver Holding
485
Optiver Holding
Netherlands
$13.1K
HWM
486
Hemington Wealth Management
Virginia
$13K
BFS
487
Bare Financial Services
Pennsylvania
$12.2K
MG
488
Mather Group
Illinois
$12.1K
TCOT
489
Trust Company of Toledo
Ohio
$11.9K
GWSG
490
GPS Wealth Strategies Group
Colorado
$11.5K
Mitsubishi UFJ Asset Management
491
Mitsubishi UFJ Asset Management
Japan
$9.82K
JFA
492
JNBA Financial Advisors
Minnesota
$9.17K
CT
493
Clearstead Trust
Maine
$9K
JWA
494
JFS Wealth Advisors
Pennsylvania
$8.6K
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$8.27K
ATC
496
Adirondack Trust Company
New York
$7.45K
MSWM
497
Mowery & Schoenfeld Wealth Management
Illinois
$7.37K
IWM
498
IMG Wealth Management
Florida
$6.96K
AssetMark Inc
499
AssetMark Inc
California
$6.73K
RJA
500
Ross\Johnson & Associates
Minnesota
$6.55K