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Donaldson

522 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 196 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

19% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 196

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
476
Ancora Advisors
Ohio
$4.99K
BFS
477
Bare Financial Services
Pennsylvania
$4.72K
PB
478
Pinnacle Bancorp
Nebraska
$4.58K
AssetMark Inc
479
AssetMark Inc
California
$4.45K
AS
480
Altshuler Shaham
Israel
$4.09K
CAL
481
Capital Advisors Ltd
Ohio
$4K
CWP
482
Concord Wealth Partners
Virginia
$3.61K
CAL
483
Capital Analysts LLC
Pennsylvania
$3K
FFO
484
Fortitude Family Office
Arizona
$2.84K
GBT
485
Grove Bank & Trust
Florida
$2.57K
PWA
486
Physician Wealth Advisors
Utah
$2.5K
WA
487
Whipplewood Advisors
Colorado
$2.36K
FGA
488
Fortis Group Advisors
New Jersey
$2.36K
SS
489
SBI Securities
Japan
$2.29K
T
490
Transce3nd
Texas
$2.22K
BGAI
491
Bruce G. Allen Investments
Colorado
$2.08K
VWA
492
Valued Wealth Advisors
Utah
$1.96K
SC
493
SouthState Corp
Florida
$1.73K
BCMLT
494
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K
FP
495
Financial Perspectives
Minnesota
$1.53K
DPW
496
DiNuzzo Private Wealth
Pennsylvania
$1.46K
BIA
497
Bell Investment Advisors
California
$1.46K
AAS
498
Ameritas Advisory Services
Nebraska
$1.46K
TFM
499
TFC Financial Management
Massachusetts
$1.39K
RIL
500
Rothschild Investment LLC
Illinois
$1.39K