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Donaldson

556 hedge funds and large institutions have $8.19B invested in Donaldson in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 524556 (+32)

1.59% less ownership

Funds ownership: 87.44%85.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 191

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.32M
Puts
$2.73M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$2.54K
BGAI
527
Bruce G. Allen Investments
Colorado
$2.46K
SL
528
Salomon & Ludwin
Virginia
$2.4K
VWA
529
Valued Wealth Advisors
Utah
$2.31K
BIA
530
Bell Investment Advisors
California
$1.72K
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$1.67K
TFM
532
TFC Financial Management
Massachusetts
$1.64K
EWP
533
Elevation Wealth Partners
California
$1.56K
BWL
534
Bogart Wealth LLC
Virginia
$1.55K
ETS
535
ESL Trust Services
New York
$1.55K
CH
536
Cromwell Holdings
Wyoming
$1.47K
MAM
537
Marquette Asset Management
Minnesota
$1.47K
PTC
538
Private Trust Company
Ohio
$1.47K
HNB
539
Huntington National Bank
Ohio
$1.39K
SC
540
SouthState Corp
Florida
$1.31K
CFO
541
CVA Family Office
Colorado
$1.31K
RWM
542
Rialto Wealth Management
New York
$1.31K
BI
543
Binnacle Investments
Iowa
$1.15K
AW
544
Avion Wealth
Texas
$1K
BGWM
545
Bridge Generations Wealth Management
Florida
$819
GA
546
Guerra Advisors
Florida
$819
QWM
547
Quaker Wealth Management
New Jersey
$655
ACA
548
American Capital Advisory
Idaho
$655
HFS
549
Hughes Financial Services
Virginia
$615
FC
550
Financial Consulate
Maryland
$573