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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
501
Fifth Third Bancorp
Ohio
$102K
C
502
Covestor
United Kingdom
$100K
UB
503
UMB Bank
Missouri
$98.9K
CTC
504
Central Trust Company
Missouri
$91K
ERSOT
505
Employees Retirement System of Texas
Texas
$86K
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$84.8K
SC
507
Steph & Co
Wisconsin
$83.7K
PCFFS
508
Pacific Center for Financial Services
California
$81.8K
AA
509
Ancora Advisors
Ohio
$78.9K
GG
510
Gleason Group
Kentucky
$71.4K
GWM
511
Geneos Wealth Management
Colorado
$70.9K
SS
512
Sunbelt Securities
Texas
$64.2K
HC
513
Hoese & Co
Minnesota
$58.5K
SFG
514
Strive Financial Group
Indiana
$57.2K
CA
515
Clearstead Advisors
Ohio
$53.1K
EBA
516
Eagle Bay Advisors
New York
$45.3K
WB
517
Webster Bank
Connecticut
$43.8K
RDFA
518
Ritter Daniher Financial Advisory
Ohio
$42K
LSA
519
Leonteq Securities AG
Switzerland
$40.1K
National Bank of Canada
520
National Bank of Canada
Quebec, Canada
$39.5K
SIC
521
SJS Investment Consulting
Ohio
$33.5K
ADL
522
Asset Dedication LLC
California
$33.4K
PK
523
Pflug Koory
Nebraska
$31.9K
TCOV
524
Trust Company of Vermont
Vermont
$31K
TWD
525
True Wealth Design
Ohio
$29K