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Donaldson

617 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $284K

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

10% more funds holding

Funds holding: 562617 (+55)

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.91%87.24% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
617
Holders Change
+55
Holders Change %
+9.79%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
104
Increased
178
Reduced
220
Closed
42
Calls
$3.01M
Puts
$284K
Net Calls
+$2.73M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
PK
526
Pflug Koory
Nebraska
$31.9K
TCOV
527
Trust Company of Vermont
Vermont
$31K
TWD
528
True Wealth Design
Ohio
$29K +$174 +2 +0.6%
HI
529
Harbour Investments
Wisconsin
$28.7K -$1.39K -16 -5%
AF
530
Allworth Financial
California
$25.9K +$5.82K +67 +30%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$25.6K +$608 +7 +2%
MCM
532
MAI Capital Management
Ohio
$24.7K +$19.4K +223 +398%
AF
533
Advisornet Financial
Minnesota
$23.4K
SAG
534
SageView Advisory Group
California
$20.3K +$19.9K +229 New
QC
535
Quent Capital
New York
$20K +$2.35K +27 +14%
MEG
536
Millstone Evans Group
Colorado
$18.8K
DWM
537
Dogwood Wealth Management
Kansas
$17.7K
FHA
538
Flagship Harbor Advisors
Massachusetts
$17.6K +$17.3K +199 New
HPC
539
HM Payson & Co
Maine
$17K
BWA
540
Basecamp Wealth Advisors
Washington
$15.9K +$15.6K +180 New
PWMG
541
Private Wealth Management Group
New Jersey
$15.9K
SEP
542
Signature Equity Partners
Ohio
$15.4K +$15K +173 New
BFS
543
Bare Financial Services
Pennsylvania
$13.2K
TCOT
544
Trust Company of Toledo
Ohio
$12.9K
JWA
545
JFS Wealth Advisors
Pennsylvania
$12.1K +$2.78K +32 +30%
LFG
546
Larson Financial Group
Missouri
$11.3K +$7.38K +85 +202%
Mitsubishi UFJ Asset Management
547
Mitsubishi UFJ Asset Management
Japan
$10.8K
JFA
548
JNBA Financial Advisors
Minnesota
$9.93K
CT
549
Clearstead Trust
Maine
$9.75K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$8.96K