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Donaldson

617 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $284K

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

10% more funds holding

Funds holding: 562617 (+55)

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.91%87.24% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
617
Holders Change
+55
Holders Change %
+9.79%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
104
Increased
178
Reduced
220
Closed
42
Calls
$3.01M
Puts
$284K
Net Calls
+$2.73M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
476
Payne Capital
Oregon
$204K +$200K +2,298 New
SI
477
Stephens Inc
Arkansas
$201K +$197K +2,271 New
PIMG
478
Patriot Investment Management Group
Tennessee
$201K +$197K +2,267 New
Rockefeller Capital Management
479
Rockefeller Capital Management
New York
$200K -$14.2K -163 -7%
WT
480
Whittier Trust
California
$187K
EWA
481
EverSource Wealth Advisors
Alabama
$187K +$5.73K +66 +3%
SAM
482
Smartleaf Asset Management
Massachusetts
$185K +$18.5K +213 +12%
KFAS
483
Keating Financial Advisory Services
Kansas
$183K +$179K +2,066 New
HFS
484
Hantz Financial Services
Michigan
$182K +$69.7K +802 +64%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$181K +$6.08K +70 +4%
VI
486
Vestcor Inc
New Brunswick, Canada
$176K
MB
487
MidFirst Bank
Oklahoma
$176K +$172K +1,980 New
ECSS
488
Eurizon Capital SGR SpA
$175K +$169K +1,947 New
ACM
489
Aster Capital Management
United Arab Emirates
$173K +$149K +1,714 +726%
AAM
490
Advisors Asset Management
Colorado
$159K -$147K -1,687 -49%
BSB
491
Bangor Savings Bank
Maine
$147K
MA
492
Modus Advisors
Minnesota
$146K +$143K +1,647 New
Bessemer Group
493
Bessemer Group
New Jersey
$139K -$35.9K -413 -21%
GRP
494
Global Retirement Partners
California
$134K +$124K +1,433 +1,963%
UFF
495
USA Financial Formulas
Michigan
$129K +$21.9K +252 +21%
KTC
496
Kentucky Trust Company
Kentucky
$127K -$5.21K -60 -4%
RFP
497
Root Financial Partners
California
$126K +$7.29K +84 +6%
S
498
SignatureFD
Georgia
$124K +$10.7K +123 +10%
BGA
499
Battery Global Advisors
Massachusetts
$120K +$43.4K +500 +105%
BONH
500
Bank of New Hampshire
New Hampshire
$106K -$16.5K -190 -14%