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Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 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 capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
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
ERSOT
501
Employees Retirement System of Texas
Texas
$86K
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$84.8K
SC
503
Steph & Co
Wisconsin
$83.7K
PCFFS
504
Pacific Center for Financial Services
California
$81.8K
AA
505
Ancora Advisors
Ohio
$78.9K
GG
506
Gleason Group
Kentucky
$71.4K
GWM
507
Geneos Wealth Management
Colorado
$70.9K
SS
508
Sunbelt Securities
Texas
$64.2K
HC
509
Hoese & Co
Minnesota
$58.5K
SFG
510
Strive Financial Group
Indiana
$57.2K
CA
511
Clearstead Advisors
Ohio
$53.1K
EBA
512
Eagle Bay Advisors
New York
$45.3K
WB
513
Webster Bank
Connecticut
$43.8K
RDFA
514
Ritter Daniher Financial Advisory
Ohio
$42K
LSA
515
Leonteq Securities AG
Switzerland
$40.1K
National Bank of Canada
516
National Bank of Canada
Quebec, Canada
$39.5K
SIC
517
SJS Investment Consulting
Ohio
$33.5K
ADL
518
Asset Dedication LLC
California
$33.4K
PK
519
Pflug Koory
Nebraska
$31.9K
TCOV
520
Trust Company of Vermont
Vermont
$31K
TWD
521
True Wealth Design
Ohio
$29K
HI
522
Harbour Investments
Wisconsin
$28.7K
AF
523
Allworth Financial
California
$25.9K
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$25.6K
MCM
525
MAI Capital Management
Ohio
$24.7K