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Donaldson

514 hedge funds and large institutions have $6.92B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 63 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.38% more ownership

Funds ownership: 85.69%86.07% (+0.38%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

2% less funds holding

Funds holding: 523514 (-9)

Holders
514
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
$6.11M
Puts
$5.12M
Net Calls
Net Calls Change

Top Buyers

1 +$95.9M
2 +$64.1M
3 +$23.1M
4
CC
Capital Counsel
New York
+$22.5M
5
UBS Group
UBS Group
Switzerland
+$20.9M

Top Sellers

1 -$21.9M
2 -$19.8M
3 -$17.9M
4
State Street
State Street
Massachusetts
-$16.9M
5
MPI
Mairs & Power Inc
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
476
Grove Bank & Trust
Florida
$2.48K
FGA
477
Fortis Group Advisors
New Jersey
$2.28K
WA
478
Whipplewood Advisors
Colorado
$2.28K
T
479
Transce3nd
Texas
$2.15K
SS
480
SBI Securities
Japan
$1.95K
VWA
481
Valued Wealth Advisors
Utah
$1.89K
SC
482
SouthState Corp
Florida
$1.88K
BBHC
483
Brown Brothers Harriman & Co
New York
$1.74K
CPG
484
Cornerstone Planning Group
New Jersey
$1.72K
BCMLT
485
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K
DPW
486
DiNuzzo Private Wealth
Pennsylvania
$1.48K
FP
487
Financial Perspectives
Minnesota
$1.48K
HFS
488
Hughes Financial Services
Virginia
$1.42K
BIA
489
Bell Investment Advisors
California
$1.41K
TFM
490
TFC Financial Management
Massachusetts
$1.35K
TFA
491
Toth Financial Advisory
Virginia
$1.34K
WCM
492
WealthTrak Capital Management
Virginia
$1.34K
SIC
493
SJS Investment Consulting
Ohio
$1.27K
BWL
494
Bogart Wealth LLC
Virginia
$1.27K
HNB
495
Huntington National Bank
Ohio
$1.07K
LFG
496
Larson Financial Group
Missouri
$1.07K
GFPC
497
Global Financial Private Client
Florida
$1.07K
HFS
498
Hantz Financial Services
Michigan
$1K
KFGG
499
Keystone Financial Group (Georgia)
Georgia
$990
MCM
500
MAI Capital Management
Ohio
$939