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Donaldson

514 hedge funds and large institutions have $6.92B invested in Donaldson in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 63 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.38% more ownership

Funds ownership: 85.69%86.07% (+0.38%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

2% less funds holding

Funds holding: 523514 (-9)

Holders
514
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
$6.11M
Puts
$5.12M
Net Calls
Net Calls Change

Top Buyers

1 +$95.9M
2 +$64.1M
3 +$23.1M
4
CC
Capital Counsel
New York
+$22.5M
5
UBS Group
UBS Group
Switzerland
+$20.9M

Top Sellers

1 -$21.9M
2 -$19.8M
3 -$17.9M
4
State Street
State Street
Massachusetts
-$16.9M
5
MPI
Mairs & Power Inc
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bare Financial Services
Pennsylvania
$872
LIM
502
Longfellow Investment Management
Massachusetts
$671
BGWM
503
Bridge Generations Wealth Management
Florida
$671
BGAI
504
Bruce G. Allen Investments
Colorado
$604
MAS
505
MPWM Advisory Solutions
Georgia
$536
S
506
Sachetta
Massachusetts
$470
PWM
507
Parkworth Wealth Management
California
$268
PWA
508
Principia Wealth Advisory
Texas
$256
HIA
509
HFM Investment Advisors
New Jersey
$202
CA
510
CoreCap Advisors
Michigan
$201
FMP
511
Financial Management Professionals
Texas
$201
PA
512
PSI Advisors
Florida
$134
BHWM
513
Bay Harbor Wealth Management
Maryland
$134
Norges Bank
514
Norges Bank
Norway
WAM
515
Weiss Asset Management
Massachusetts
HRCM
516
Hawk Ridge Capital Management
California
AG
517
Algert Global
California
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
Assenagon Asset Management
519
Assenagon Asset Management
Luxembourg
Renaissance Technologies
520
Renaissance Technologies
New York
SO
521
STRS Ohio
Ohio
WC
522
Wexford Capital
Florida
TAM
523
Tocqueville Asset Management
New York
Caisse de Depot et Placement du Quebec (CDPQ)
524
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
HF
525
HRT Financial
New York