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Donaldson

617 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $284K

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

10% more funds holding

Funds holding: 562617 (+55)

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.91%87.24% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
617
Holders Change
+55
Holders Change %
+9.79%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
104
Increased
178
Reduced
220
Closed
42
Calls
$3.01M
Puts
$284K
Net Calls
+$2.73M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
501
Caitong International Asset Management
Hong Kong
$104K +$102K +1,178 New
IA
502
IFP Advisors
Florida
$103K
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$102K +$2.87K +33 +3%
C
504
Covestor
United Kingdom
$100K -$347 -4 -0.4%
UB
505
UMB Bank
Missouri
$98.9K +$31.4K +361 +48%
CTC
506
Central Trust Company
Missouri
$91K +$174 +2 +0.2%
ERSOT
507
Employees Retirement System of Texas
Texas
$86K
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$84.8K -$37.5K -432 -31%
SC
509
Steph & Co
Wisconsin
$83.7K +$35.5K +409 +76%
PCFFS
510
Pacific Center for Financial Services
California
$81.8K
AA
511
Ancora Advisors
Ohio
$78.9K +$71K +818 +1,136%
GG
512
Gleason Group
Kentucky
$71.4K +$261 +3 +0.4%
GWM
513
Geneos Wealth Management
Colorado
$70.9K
SS
514
Sunbelt Securities
Texas
$64.2K +$174 +2 +0.3%
HC
515
Hoese & Co
Minnesota
$58.5K
SFG
516
Strive Financial Group
Indiana
$57.2K +$56K +645 New
CA
517
Clearstead Advisors
Ohio
$53.1K +$25K +288 +93%
EP
518
Essential Partners
California
$52.8K +$955 +11 +2%
EBA
519
Eagle Bay Advisors
New York
$45.3K +$44.4K +511 New
WB
520
Webster Bank
Connecticut
$43.8K
RDFA
521
Ritter Daniher Financial Advisory
Ohio
$42K +$41.2K +474 New
LSA
522
Leonteq Securities AG
Switzerland
$40.1K -$6.08K -70 -13%
National Bank of Canada
523
National Bank of Canada
Quebec, Canada
$39.5K +$38.8K +447 New
SIC
524
SJS Investment Consulting
Ohio
$33.5K
ADL
525
Asset Dedication LLC
California
$33.4K