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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
NWS
551
Nvest Wealth Strategies
Ohio
$8.87K +$8.69K +100 New
ATC
552
Adirondack Trust Company
New York
$8.07K
MSWM
553
Mowery & Schoenfeld Wealth Management
Illinois
$7.98K
IWM
554
IMG Wealth Management
Florida
$7.54K
TWC
555
TD Waterhouse Canada
Ontario, Canada
$7.09K +$6.95K +80 New
AssetMark Inc
556
AssetMark Inc
California
$7.03K -$261 -3 -4%
HIW
557
Holos Integrated Wealth
Pennsylvania
$7.01K
RJA
558
Ross\Johnson & Associates
Minnesota
$6.92K -$174 -2 -3%
PWA
559
Physician Wealth Advisors
Utah
$5.85K +$1.48K +17 +35%
RIL
560
Rothschild Investment LLC
Illinois
$5.63K +$2K +23 +58%
EW
561
Elyxium Wealth
California
$5.59K +$5.47K +63 New
TFA
562
Transamerica Financial Advisors
Florida
$5.41K
CAL
563
Capital Advisors Ltd
Ohio
$5K
CWP
564
Concord Wealth Partners
Virginia
$4.61K
PWPS
565
Pinnacle Wealth Planning Services
Ohio
$4.52K +$4.43K +51 New
GBT
566
Grove Bank & Trust
Florida
$4.43K
AS
567
Altshuler Shaham
Israel
$4.17K +$4.08K +47 New
CIAS
568
CBIZ Investment Advisory Services
Ohio
$4.17K +$4.08K +47 New
FFO
569
Fortitude Family Office
Arizona
$3.81K +$608 +7 +19%
AAG
570
Armstrong Advisory Group
Massachusetts
$3.55K
WETS
571
Wealth Enhancement Trust Services
South Dakota
$3.46K +$3.39K +39 New
OP
572
ORG Partners
Indiana
$3.28K +$3.21K +37 New
FGA
573
Fortis Group Advisors
New Jersey
$3.01K
CAL
574
Capital Analysts LLC
Pennsylvania
$3K
SS
575
SBI Securities
Japan
$2.93K