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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

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
520
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
PB
476
Pinnacle Bancorp
Nebraska
$4.58K
AssetMark Inc
477
AssetMark Inc
California
$4.45K
AS
478
Altshuler Shaham
Israel
$4.09K
CAL
479
Capital Advisors Ltd
Ohio
$4K
CWP
480
Concord Wealth Partners
Virginia
$3.61K
CAL
481
Capital Analysts LLC
Pennsylvania
$3K
FFO
482
Fortitude Family Office
Arizona
$2.84K
GBT
483
Grove Bank & Trust
Florida
$2.57K
PWA
484
Physician Wealth Advisors
Utah
$2.5K
WA
485
Whipplewood Advisors
Colorado
$2.36K
FGA
486
Fortis Group Advisors
New Jersey
$2.36K
SS
487
SBI Securities
Japan
$2.29K
T
488
Transce3nd
Texas
$2.22K
BGAI
489
Bruce G. Allen Investments
Colorado
$2.08K
VWA
490
Valued Wealth Advisors
Utah
$1.96K
SC
491
SouthState Corp
Florida
$1.73K
BCMLT
492
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K
FP
493
Financial Perspectives
Minnesota
$1.53K
DPW
494
DiNuzzo Private Wealth
Pennsylvania
$1.46K
BIA
495
Bell Investment Advisors
California
$1.46K
AAS
496
Ameritas Advisory Services
Nebraska
$1.46K
TFM
497
TFC Financial Management
Massachusetts
$1.39K
RIL
498
Rothschild Investment LLC
Illinois
$1.39K
BWL
499
Bogart Wealth LLC
Virginia
$1.32K
PTC
500
Private Trust Company
Ohio
$1.25K