DCI icon

Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.01M
Puts
$284K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Physician Wealth Advisors
Utah
$5.85K
RIL
552
Rothschild Investment LLC
Illinois
$5.63K
EW
553
Elyxium Wealth
California
$5.59K
TFA
554
Transamerica Financial Advisors
Florida
$5.41K
CAL
555
Capital Advisors Ltd
Ohio
$5K
CWP
556
Concord Wealth Partners
Virginia
$4.61K
PWPS
557
Pinnacle Wealth Planning Services
Ohio
$4.52K
GBT
558
Grove Bank & Trust
Florida
$4.43K
AS
559
Altshuler Shaham
Israel
$4.17K
CIAS
560
CBIZ Investment Advisory Services
Ohio
$4.17K
FFO
561
Fortitude Family Office
Arizona
$3.81K
AAG
562
Armstrong Advisory Group
Massachusetts
$3.55K
WETS
563
Wealth Enhancement Trust Services
South Dakota
$3.46K
OP
564
ORG Partners
Indiana
$3.28K
FGA
565
Fortis Group Advisors
New Jersey
$3.01K
CAL
566
Capital Analysts LLC
Pennsylvania
$3K
SS
567
SBI Securities
Japan
$2.93K
BGAI
568
Bruce G. Allen Investments
Colorado
$2.66K
SL
569
Salomon & Ludwin
Virginia
$2.64K
BBHC
570
Brown Brothers Harriman & Co
New York
$2.57K
VWA
571
Valued Wealth Advisors
Utah
$2.51K
CA
572
CoreCap Advisors
Michigan
$2.39K
MAM
573
Marquette Asset Management
Minnesota
$2.13K
DPW
574
DiNuzzo Private Wealth
Pennsylvania
$2.04K
AW
575
Avion Wealth
Texas
$2K