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Donaldson

601 hedge funds and large institutions have $8.58B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 194 increasing their positions, 221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 615601 (-14)

12% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 221

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
526
Owl Creek Wealth Partners
Colorado
$11.5K
MG
527
Mather Group
Illinois
$11.1K
AssetMark Inc
528
AssetMark Inc
California
$11K
LFG
529
Larson Financial Group
Missouri
$10.4K
Mitsubishi UFJ Asset Management
530
Mitsubishi UFJ Asset Management
Japan
$10.2K
JFA
531
JNBA Financial Advisors
Minnesota
$9.51K
CT
532
Clearstead Trust
Maine
$9.34K
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$8.57K
NWS
534
Nvest Wealth Strategies
Ohio
$8.49K
CFSG
535
Community Financial Services Group
Vermont
$7.75K
ATC
536
Adirondack Trust Company
New York
$7.72K
MSWM
537
Mowery & Schoenfeld Wealth Management
Illinois
$7.64K
AUB
538
Atlantic Union Bankshares
Virginia
$7.64K
FFO
539
Fortitude Family Office
Arizona
$7.38K
ZBNA
540
Zions Bancorporation, National Association
Utah
$7.21K
WETS
541
Wealth Enhancement Trust Services
South Dakota
$6.96K
TWM
542
TopTier Wealth Management
Wisconsin
$6.96K
HIW
543
Holos Integrated Wealth
Pennsylvania
$6.67K
RJA
544
Ross\Johnson & Associates
Minnesota
$6.62K
TWC
545
TD Waterhouse Canada
Ontario, Canada
$6.54K
BFS
546
Bare Financial Services
Pennsylvania
$6.45K
PWA
547
Physician Wealth Advisors
Utah
$5.6K
RIL
548
Rothschild Investment LLC
Illinois
$5.38K
TFA
549
Transamerica Financial Advisors
Florida
$5.26K
CAL
550
Capital Advisors Ltd
Ohio
$5K