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Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 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 capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
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
AF
526
Advisornet Financial
Minnesota
$23.4K
SAG
527
SageView Advisory Group
California
$20.3K
QC
528
Quent Capital
New York
$20K
MEG
529
Millstone Evans Group
Colorado
$18.8K
DWM
530
Dogwood Wealth Management
Kansas
$17.7K
FHA
531
Flagship Harbor Advisors
Massachusetts
$17.6K
HPC
532
HM Payson & Co
Maine
$17K
PWMG
533
Private Wealth Management Group
New Jersey
$15.9K
SEP
534
Signature Equity Partners
Ohio
$15.4K
BFS
535
Bare Financial Services
Pennsylvania
$13.2K
TCOT
536
Trust Company of Toledo
Ohio
$12.9K
JWA
537
JFS Wealth Advisors
Pennsylvania
$12.1K
LFG
538
Larson Financial Group
Missouri
$11.3K
Mitsubishi UFJ Asset Management
539
Mitsubishi UFJ Asset Management
Japan
$10.8K
JFA
540
JNBA Financial Advisors
Minnesota
$9.93K
CT
541
Clearstead Trust
Maine
$9.75K
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$8.96K
NWS
543
Nvest Wealth Strategies
Ohio
$8.87K
ATC
544
Adirondack Trust Company
New York
$8.07K
MSWM
545
Mowery & Schoenfeld Wealth Management
Illinois
$7.98K
IWM
546
IMG Wealth Management
Florida
$7.54K
TWC
547
TD Waterhouse Canada
Ontario, Canada
$7.09K
AssetMark Inc
548
AssetMark Inc
California
$7.03K
HIW
549
Holos Integrated Wealth
Pennsylvania
$7.01K
RJA
550
Ross\Johnson & Associates
Minnesota
$6.92K