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Donaldson

562 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, 173 increasing their positions, 192 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $2.73M

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $7.56B → $8.19B (+$633M)

7% more funds holding

Funds holding: 526562 (+36)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

1.96% less ownership

Funds ownership: 87.87%85.91% (-2%)

Holders
562
Holders Change
+36
Holders Change %
+6.84%
% of All Funds
7.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
87
Increased
173
Reduced
192
Closed
46
Calls
$5.32M
Puts
$2.73M
Net Calls
+$2.59M
Net Calls Change
+$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Analysts LLC
Pennsylvania
$3K
FFO
527
Fortitude Family Office
Arizona
$2.95K -$377 -5 -12%
FGA
528
Fortis Group Advisors
New Jersey
$2.78K
SS
529
SBI Securities
Japan
$2.7K
CFD
530
Creative Financial Designs
Indiana
$2.54K -$4.83K -64 -67%
BGAI
531
Bruce G. Allen Investments
Colorado
$2.46K
SL
532
Salomon & Ludwin
Virginia
$2.4K +$2.19K +29 New
VWA
533
Valued Wealth Advisors
Utah
$2.31K
BIA
534
Bell Investment Advisors
California
$1.72K
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$1.67K
TFM
536
TFC Financial Management
Massachusetts
$1.64K
EWP
537
Elevation Wealth Partners
California
$1.56K +$1.43K +19 New
BWL
538
Bogart Wealth LLC
Virginia
$1.55K
ETS
539
ESL Trust Services
New York
$1.55K +$1.43K +19 New
CH
540
Cromwell Holdings
Wyoming
$1.47K
MAM
541
Marquette Asset Management
Minnesota
$1.47K +$1.36K +18 New
PTC
542
Private Trust Company
Ohio
$1.47K
HNB
543
Huntington National Bank
Ohio
$1.39K +$377 +5 +42%
SC
544
SouthState Corp
Florida
$1.31K -$679 -9 -36%
CFO
545
CVA Family Office
Colorado
$1.31K
RWM
546
Rialto Wealth Management
New York
$1.31K +$302 +4 +33%
KG
547
Kilter Group
New York
$1.23K
PWA
548
Principia Wealth Advisory
Texas
$1.15K +$151 +2 +17%
BI
549
Binnacle Investments
Iowa
$1.15K +$1.06K +14 New
AW
550
Avion Wealth
Texas
$1K +$528 +7 +44%