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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
501
National Bank of Canada
Quebec, Canada
$43.1K +$5.99K +62 +14%
OWA
502
Opal Wealth Advisors
New York
$42.6K +$48.4K +501 New
Los Angeles Capital Management
503
Los Angeles Capital Management
California
$42.5K -$302K -3,124 -86%
BGA
504
Battery Global Advisors
Massachusetts
$40.6K -$48.3K -500 -51%
RDFA
505
Ritter Daniher Financial Advisory
Ohio
$40.4K +$193 +2 +0.4%
WB
506
Webster Bank
Connecticut
$39.7K -$2.51K -26 -5%
TLFA
507
True Link Financial Advisors
California
$36.2K +$41.1K +426 New
MCM
508
MAI Capital Management
Ohio
$34.3K +$12.1K +125 +45%
LSA
509
Leonteq Securities AG
Switzerland
$33.1K -$5.99K -62 -14%
SIC
510
SJS Investment Consulting
Ohio
$33K +$1.06K +11 +3%
ADL
511
Asset Dedication LLC
California
$32K
PK
512
Pflug Koory
Nebraska
$30.6K
TWIM
513
TIAA Wealth Investment Management
New York
$30.5K +$34.7K +359 New
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$29.6K +$5.79K +60 +21%
TWD
515
True Wealth Design
Ohio
$27.8K
AF
516
Allworth Financial
California
$27.1K +$2.7K +28 +10%
TPWA
517
Twin Peaks Wealth Advisors
California
$24K +$27.3K +283 New
AF
518
Advisornet Financial
Minnesota
$22.4K
DWM
519
Dogwood Wealth Management
Kansas
$19.9K +$3.28K +34 +17%
QC
520
Quent Capital
New York
$18.6K -$579 -6 -3%
MEG
521
Millstone Evans Group
Colorado
$18K
Walleye Capital
522
Walleye Capital
New York
$17.2K +$19.6K +203 New
DWP
523
Destiny Wealth Partners
Florida
$17K +$19.3K +200 New
HPC
524
HM Payson & Co
Maine
$16.3K
BWA
525
Basecamp Wealth Advisors
Washington
$15.3K