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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
476
Root Financial Partners
California
$129K
S
477
SignatureFD
Georgia
$127K
KTC
478
Kentucky Trust Company
Kentucky
$121K
GWP
479
Gen-Wealth Partners
Michigan
$115K
CTC
480
Central Trust Company
Missouri
$114K
UB
481
UMB Bank
Missouri
$106K
BONH
482
Bank of New Hampshire
New Hampshire
$99.6K
PCFFS
483
Pacific Center for Financial Services
California
$84.9K
ERSOT
484
Employees Retirement System of Texas
Texas
$83K
AA
485
Ancora Advisors
Ohio
$75.5K
SMBT
486
Southern Michigan Bank & Trust
Michigan
$70.4K
GG
487
Gleason Group
Kentucky
$68.6K
GWM
488
Geneos Wealth Management
Colorado
$67.9K
S
489
Sachetta
Massachusetts
$64.8K
SS
490
Sunbelt Securities
Texas
$61.6K
UFF
491
USA Financial Formulas
Michigan
$61K
AAM
492
Advisors Asset Management
Colorado
$57.6K
HC
493
Hoese & Co
Minnesota
$56K
C
494
Covestor
United Kingdom
$52K
EPL
495
Essential Partners LLC
California
$50.5K
SC
496
Steph & Co
Wisconsin
$46.7K
HI
497
Harbour Investments
Wisconsin
$45.4K
National Bank of Canada
498
National Bank of Canada
Quebec, Canada
$43.1K
OWA
499
Opal Wealth Advisors
New York
$42.6K
Los Angeles Capital Management
500
Los Angeles Capital Management
California
$42.5K