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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 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: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
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
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$8.27K
ATC
502
Adirondack Trust Company
New York
$7.45K
MSWM
503
Mowery & Schoenfeld Wealth Management
Illinois
$7.37K
IWM
504
IMG Wealth Management
Florida
$6.96K
AssetMark Inc
505
AssetMark Inc
California
$6.73K
RJA
506
Ross\Johnson & Associates
Minnesota
$6.55K
HIW
507
Holos Integrated Wealth
Pennsylvania
$6.23K
GRP
508
Global Retirement Partners
California
$5.97K
AA
509
Ancora Advisors
Ohio
$5.89K
PB
510
Pinnacle Bancorp
Nebraska
$5.4K
CAL
511
Capital Advisors Ltd
Ohio
$5K
TFA
512
Transamerica Financial Advisors
Florida
$4.99K
CMA
513
Cedar Mountain Advisors
Oregon
$4.75K
MCM
514
MAI Capital Management
Ohio
$4.6K
BBHC
515
Brown Brothers Harriman & Co
New York
$4.5K
CWP
516
Concord Wealth Partners
Virginia
$4.26K
GBT
517
Grove Bank & Trust
Florida
$4.09K
PWA
518
Physician Wealth Advisors
Utah
$4.01K
LFG
519
Larson Financial Group
Missouri
$3.44K
RIL
520
Rothschild Investment LLC
Illinois
$3.27K
AAG
521
Armstrong Advisory Group
Massachusetts
$3.27K
CAL
522
Capital Analysts LLC
Pennsylvania
$3K
FFO
523
Fortitude Family Office
Arizona
$2.95K
FGA
524
Fortis Group Advisors
New Jersey
$2.78K
SS
525
SBI Securities
Japan
$2.7K