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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
501
TFC Financial Management
Massachusetts
$1.39K
RIL
502
Rothschild Investment LLC
Illinois
$1.39K
BWL
503
Bogart Wealth LLC
Virginia
$1.32K
PTC
504
Private Trust Company
Ohio
$1.25K
CH
505
Cromwell Holdings
Wyoming
$1.25K
CPG
506
Cornerstone Planning Group
New Jersey
$1.16K
CFO
507
CVA Family Office
Colorado
$1.11K
KG
508
Kilter Group
New York
$1.04K
AW
509
Avion Wealth
Texas
$1K
RWM
510
Rialto Wealth Management
New York
$833
HNB
511
Huntington National Bank
Ohio
$832
PWA
512
Principia Wealth Advisory
Texas
$832
SIC
513
SJS Investment Consulting
Ohio
$694
BGWM
514
Bridge Generations Wealth Management
Florida
$694
LFG
515
Larson Financial Group
Missouri
$555
PWM
516
Parkworth Wealth Management
California
$555
QWM
517
Quaker Wealth Management
New Jersey
$555
HFS
518
Hughes Financial Services
Virginia
$505
ACA
519
American Capital Advisory
Idaho
$417
HIA
520
HFM Investment Advisors
New Jersey
$416
BHWM
521
Bay Harbor Wealth Management
Maryland
$346
TIM
522
Tortoise Investment Management
New York
$277
FMP
523
Financial Management Professionals
Texas
$208
AT
524
Arlington Trust
Alabama
$208
GKIM
525
GW&K Investment Management
Massachusetts