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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGA
501
Battery Global Advisors
Massachusetts
$40.6K
RDFA
502
Ritter Daniher Financial Advisory
Ohio
$40.4K
WB
503
Webster Bank
Connecticut
$39.7K
TLFA
504
True Link Financial Advisors
California
$36.2K
MCM
505
MAI Capital Management
Ohio
$34.3K
LSA
506
Leonteq Securities AG
Switzerland
$33.1K
SIC
507
SJS Investment Consulting
Ohio
$33K
PK
508
Pflug Koory
Nebraska
$30.6K
TWIM
509
TIAA Wealth Investment Management
New York
$30.5K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$29.6K
TWD
511
True Wealth Design
Ohio
$27.8K
AF
512
Allworth Financial
California
$27.1K
TPWA
513
Twin Peaks Wealth Advisors
California
$24K
AF
514
Advisornet Financial
Minnesota
$22.4K
DWM
515
Dogwood Wealth Management
Kansas
$19.9K
QC
516
Quent Capital
New York
$18.6K
MEG
517
Millstone Evans Group
Colorado
$18K
Walleye Capital
518
Walleye Capital
New York
$17.2K
DWP
519
Destiny Wealth Partners
Florida
$17K
HPC
520
HM Payson & Co
Maine
$16.3K
PWMG
521
Private Wealth Management Group
New Jersey
$15.2K
SEP
522
Signature Equity Partners
Ohio
$15K
IAAG
523
Innovative Asset Advisors Group
Connecticut
$13.7K
TCOT
524
Trust Company of Toledo
Ohio
$12.3K
JWA
525
JFS Wealth Advisors
Pennsylvania
$12K