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Donaldson

560 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, 171 increasing their positions, 192 reducing their positions, and 46 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: $ → $

7% more funds holding

Funds holding: 524560 (+36)

1.97% less ownership

Funds ownership: 87.81%85.84% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 192

Holders
560
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
FGA
526
Fortis Group Advisors
New Jersey
$2.78K
SS
527
SBI Securities
Japan
$2.7K
CFD
528
Creative Financial Designs
Indiana
$2.54K
BGAI
529
Bruce G. Allen Investments
Colorado
$2.46K
SL
530
Salomon & Ludwin
Virginia
$2.4K
VWA
531
Valued Wealth Advisors
Utah
$2.31K
BIA
532
Bell Investment Advisors
California
$1.72K
DPW
533
DiNuzzo Private Wealth
Pennsylvania
$1.67K
TFM
534
TFC Financial Management
Massachusetts
$1.64K
EWP
535
Elevation Wealth Partners
California
$1.56K
BWL
536
Bogart Wealth LLC
Virginia
$1.55K
ETS
537
ESL Trust Services
New York
$1.55K
CH
538
Cromwell Holdings
Wyoming
$1.47K
MAM
539
Marquette Asset Management
Minnesota
$1.47K
PTC
540
Private Trust Company
Ohio
$1.47K
HNB
541
Huntington National Bank
Ohio
$1.39K
SC
542
SouthState Corp
Florida
$1.31K
CFO
543
CVA Family Office
Colorado
$1.31K
RWM
544
Rialto Wealth Management
New York
$1.31K
KG
545
Kilter Group
New York
$1.23K
PWA
546
Principia Wealth Advisory
Texas
$1.15K
BI
547
Binnacle Investments
Iowa
$1.15K
AW
548
Avion Wealth
Texas
$1K
BGWM
549
Bridge Generations Wealth Management
Florida
$819
GA
550
Guerra Advisors
Florida
$819