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Donaldson

522 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 196 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: $ → $

19% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 196

20% less call options, than puts

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

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
522
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
BWL
501
Bogart Wealth LLC
Virginia
$1.32K
PTC
502
Private Trust Company
Ohio
$1.25K
CH
503
Cromwell Holdings
Wyoming
$1.25K
CPG
504
Cornerstone Planning Group
New Jersey
$1.16K
CFO
505
CVA Family Office
Colorado
$1.11K
KG
506
Kilter Group
New York
$1.04K
AW
507
Avion Wealth
Texas
$1K
RWM
508
Rialto Wealth Management
New York
$833
HNB
509
Huntington National Bank
Ohio
$832
PWA
510
Principia Wealth Advisory
Texas
$832
SIC
511
SJS Investment Consulting
Ohio
$694
BGWM
512
Bridge Generations Wealth Management
Florida
$694
LFG
513
Larson Financial Group
Missouri
$555
PWM
514
Parkworth Wealth Management
California
$555
QWM
515
Quaker Wealth Management
New Jersey
$555
HFS
516
Hughes Financial Services
Virginia
$505
ACA
517
American Capital Advisory
Idaho
$417
HIA
518
HFM Investment Advisors
New Jersey
$416
BHWM
519
Bay Harbor Wealth Management
Maryland
$346
TIM
520
Tortoise Investment Management
New York
$277
FMP
521
Financial Management Professionals
Texas
$208
AT
522
Arlington Trust
Alabama
$208
GKIM
523
GW&K Investment Management
Massachusetts
CF
524
Corebridge Financial
Texas
JAM
525
Jupiter Asset Management
United Kingdom