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Donaldson

560 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, 171 increasing their positions, 192 reducing their positions, and 46 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: $ → $

7% more funds holding

Funds holding: 524560 (+36)

1.97% less ownership

Funds ownership: 87.81%85.84% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 192

Holders
560
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
ADL
476
Asset Dedication LLC
California
$30.9K
PK
477
Pflug Koory
Nebraska
$29.5K
TCOV
478
Trust Company of Vermont
Vermont
$28.6K
HI
479
Harbour Investments
Wisconsin
$27.8K
TWD
480
True Wealth Design
Ohio
$26.6K
CA
481
Clearstead Advisors
Ohio
$25.5K
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$23.1K
AF
483
Advisornet Financial
Minnesota
$21.6K
CPG
484
Cornerstone Planning Group
New Jersey
$21.1K
ACM
485
Aster Capital Management
United Arab Emirates
$19.3K
AF
486
Allworth Financial
California
$18.4K
MEG
487
Millstone Evans Group
Colorado
$17.4K
DWM
488
Dogwood Wealth Management
Kansas
$16.4K
QC
489
Quent Capital
New York
$16.2K
HPC
490
HM Payson & Co
Maine
$15.7K
PWMG
491
Private Wealth Management Group
New Jersey
$14.7K
RA
492
Rise Advisors
New York
$13.7K
Optiver Holding
493
Optiver Holding
Netherlands
$13.1K
HWM
494
Hemington Wealth Management
Virginia
$13K
BFS
495
Bare Financial Services
Pennsylvania
$12.2K
MG
496
Mather Group
Illinois
$12.1K
TCOT
497
Trust Company of Toledo
Ohio
$11.9K
GWSG
498
GPS Wealth Strategies Group
Colorado
$11.5K
Mitsubishi UFJ Asset Management
499
Mitsubishi UFJ Asset Management
Japan
$9.82K
JFA
500
JNBA Financial Advisors
Minnesota
$9.17K