DCI icon

Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 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: $ → $

20% less call options, than puts

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

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
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
RJA
476
Ross\Johnson & Associates
Minnesota
$5.55K
GRP
477
Global Retirement Partners
California
$5.06K
AA
478
Ancora Advisors
Ohio
$4.99K
BFS
479
Bare Financial Services
Pennsylvania
$4.72K
PB
480
Pinnacle Bancorp
Nebraska
$4.58K
AssetMark Inc
481
AssetMark Inc
California
$4.45K
AS
482
Altshuler Shaham
Israel
$4.09K
CAL
483
Capital Advisors Ltd
Ohio
$4K
CWP
484
Concord Wealth Partners
Virginia
$3.61K
CAL
485
Capital Analysts LLC
Pennsylvania
$3K
FFO
486
Fortitude Family Office
Arizona
$2.84K
GBT
487
Grove Bank & Trust
Florida
$2.57K
PWA
488
Physician Wealth Advisors
Utah
$2.5K
WA
489
Whipplewood Advisors
Colorado
$2.36K
FGA
490
Fortis Group Advisors
New Jersey
$2.36K
SS
491
SBI Securities
Japan
$2.29K
T
492
Transce3nd
Texas
$2.22K
BGAI
493
Bruce G. Allen Investments
Colorado
$2.08K
VWA
494
Valued Wealth Advisors
Utah
$1.96K
SC
495
SouthState Corp
Florida
$1.73K
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K
FP
497
Financial Perspectives
Minnesota
$1.53K
DPW
498
DiNuzzo Private Wealth
Pennsylvania
$1.46K
BIA
499
Bell Investment Advisors
California
$1.46K
AAS
500
Ameritas Advisory Services
Nebraska
$1.46K