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Donaldson

602 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: 615602 (-13)

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
602
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
CAL
551
Capital Advisors Ltd
Ohio
$5K
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$4.92K
CFO
553
CVA Family Office
Colorado
$4.84K
GBT
554
Grove Bank & Trust
Florida
$4.24K
AS
555
Altshuler Shaham
Israel
$3.9K
IWS
556
Intentional Wealth Strategies
Colorado
$3.9K
TC
557
Truvestments Capital
Florida
$3.9K
AAG
558
Armstrong Advisory Group
Massachusetts
$3.4K
CAL
559
Capital Analysts LLC
Pennsylvania
$3K
CA
560
Clearstead Advisors
Ohio
$2.97K
FGA
561
Fortis Group Advisors
New Jersey
$2.89K
ECM
562
Estabrook Capital Management
New York
$2.89K
BGAI
563
Bruce G. Allen Investments
Colorado
$2.55K
CA
564
CoreCap Advisors
Michigan
$2.55K
SL
565
Salomon & Ludwin
Virginia
$2.47K
BBHC
566
Brown Brothers Harriman & Co
New York
$2.46K
BWL
567
Bogart Wealth LLC
Virginia
$2.12K
MAM
568
Marquette Asset Management
Minnesota
$2.04K
DPW
569
DiNuzzo Private Wealth
Pennsylvania
$1.95K
VWA
570
Valued Wealth Advisors
Utah
$1.9K
RWM
571
Rialto Wealth Management
New York
$1.87K
WA
572
Whipplewood Advisors
Colorado
$1.87K
BIA
573
Bell Investment Advisors
California
$1.78K
CFD
574
Creative Financial Designs
Indiana
$1.78K
TFM
575
TFC Financial Management
Massachusetts
$1.71K