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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Private Wealth Management Group
New Jersey
$15.2K
SEP
527
Signature Equity Partners
Ohio
$15K +$386 +4 +2%
IAAG
528
Innovative Asset Advisors Group
Connecticut
$13.7K +$15.5K +161 New
TCOT
529
Trust Company of Toledo
Ohio
$12.3K
JWA
530
JFS Wealth Advisors
Pennsylvania
$12K +$386 +4 +3%
OCWP
531
Owl Creek Wealth Partners
Colorado
$11.5K +$13K +135 New
MG
532
Mather Group
Illinois
$11.1K +$12.7K +131 New
AssetMark Inc
533
AssetMark Inc
California
$11K +$4.92K +51 +65%
LFG
534
Larson Financial Group
Missouri
$10.4K -$386 -4 -3%
Mitsubishi UFJ Asset Management
535
Mitsubishi UFJ Asset Management
Japan
$10.2K
JFA
536
JNBA Financial Advisors
Minnesota
$9.51K
CT
537
Clearstead Trust
Maine
$9.34K
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$8.57K
NWS
539
Nvest Wealth Strategies
Ohio
$8.49K
CFSG
540
Community Financial Services Group
Vermont
$7.75K +$8.69K +90 New
ATC
541
Adirondack Trust Company
New York
$7.72K
MSWM
542
Mowery & Schoenfeld Wealth Management
Illinois
$7.64K
AUB
543
Atlantic Union Bankshares
Virginia
$7.64K +$8.69K +90 New
FFO
544
Fortitude Family Office
Arizona
$7.38K +$4.25K +44 +102%
ZBNA
545
Zions Bancorporation, National Association
Utah
$7.21K +$7.53K +78 +1,114%
WETS
546
Wealth Enhancement Trust Services
South Dakota
$6.96K +$4.15K +43 +110%
TWM
547
TopTier Wealth Management
Wisconsin
$6.96K +$7.92K +82 New
HIW
548
Holos Integrated Wealth
Pennsylvania
$6.67K
RJA
549
Ross\Johnson & Associates
Minnesota
$6.62K
TWC
550
TD Waterhouse Canada
Ontario, Canada
$6.54K -$386 -4 -5%