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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
476
Patriot Investment Management Group
Tennessee
$201K
Rockefeller Capital Management
477
Rockefeller Capital Management
New York
$200K
WT
478
Whittier Trust
California
$187K
EWA
479
EverSource Wealth Advisors
Alabama
$187K
SAM
480
Smartleaf Asset Management
Massachusetts
$185K
KFAS
481
Keating Financial Advisory Services
Kansas
$183K
HFS
482
Hantz Financial Services
Michigan
$182K
PFBT
483
Parkside Financial Bank & Trust
Missouri
$181K
VI
484
Vestcor Inc
New Brunswick, Canada
$176K
MB
485
MidFirst Bank
Oklahoma
$176K
ECSS
486
Eurizon Capital SGR SpA
$175K
ACM
487
Aster Capital Management
United Arab Emirates
$173K
AAM
488
Advisors Asset Management
Colorado
$159K
BSB
489
Bangor Savings Bank
Maine
$147K
MA
490
Modus Advisors
Minnesota
$146K
Bessemer Group
491
Bessemer Group
New Jersey
$139K
GRP
492
Global Retirement Partners
California
$134K
UFF
493
USA Financial Formulas
Michigan
$129K
KTC
494
Kentucky Trust Company
Kentucky
$127K
RFP
495
Root Financial Partners
California
$126K
S
496
SignatureFD
Georgia
$124K
BGA
497
Battery Global Advisors
Massachusetts
$120K
BONH
498
Bank of New Hampshire
New Hampshire
$106K
CIAM
499
Caitong International Asset Management
Hong Kong
$104K
IA
500
IFP Advisors
Florida
$103K