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Donaldson

549 hedge funds and large institutions have $8.18B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 521549 (+28)

1.6% less ownership

Funds ownership: 87.4%85.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
501
Global Retirement Partners
California
$5.97K
AA
502
Ancora Advisors
Ohio
$5.89K
PB
503
Pinnacle Bancorp
Nebraska
$5.4K
CAL
504
Capital Advisors Ltd
Ohio
$5K
TFA
505
Transamerica Financial Advisors
Florida
$4.99K
CMA
506
Cedar Mountain Advisors
Oregon
$4.75K
MCM
507
MAI Capital Management
Ohio
$4.6K
BBHC
508
Brown Brothers Harriman & Co
New York
$4.5K
CWP
509
Concord Wealth Partners
Virginia
$4.26K
GBT
510
Grove Bank & Trust
Florida
$4.09K
PWA
511
Physician Wealth Advisors
Utah
$4.01K
LFG
512
Larson Financial Group
Missouri
$3.44K
RIL
513
Rothschild Investment LLC
Illinois
$3.27K
AAG
514
Armstrong Advisory Group
Massachusetts
$3.27K
CAL
515
Capital Analysts LLC
Pennsylvania
$3K
FFO
516
Fortitude Family Office
Arizona
$2.95K
FGA
517
Fortis Group Advisors
New Jersey
$2.78K
SS
518
SBI Securities
Japan
$2.7K
CFD
519
Creative Financial Designs
Indiana
$2.54K
BGAI
520
Bruce G. Allen Investments
Colorado
$2.46K
SL
521
Salomon & Ludwin
Virginia
$2.4K
VWA
522
Valued Wealth Advisors
Utah
$2.31K
BIA
523
Bell Investment Advisors
California
$1.72K
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$1.67K
TFM
525
TFC Financial Management
Massachusetts
$1.64K