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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 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 ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

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