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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 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 funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
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
TWC
551
TD Waterhouse Canada
Ontario, Canada
$7.09K
AssetMark Inc
552
AssetMark Inc
California
$7.03K
HIW
553
Holos Integrated Wealth
Pennsylvania
$7.01K
RJA
554
Ross\Johnson & Associates
Minnesota
$6.92K
PWA
555
Physician Wealth Advisors
Utah
$5.85K
RIL
556
Rothschild Investment LLC
Illinois
$5.63K
EW
557
Elyxium Wealth
California
$5.59K
TFA
558
Transamerica Financial Advisors
Florida
$5.41K
CAL
559
Capital Advisors Ltd
Ohio
$5K
CWP
560
Concord Wealth Partners
Virginia
$4.61K
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$4.52K
GBT
562
Grove Bank & Trust
Florida
$4.43K
AS
563
Altshuler Shaham
Israel
$4.17K
CIAS
564
CBIZ Investment Advisory Services
Ohio
$4.17K
FFO
565
Fortitude Family Office
Arizona
$3.81K
AAG
566
Armstrong Advisory Group
Massachusetts
$3.55K
WETS
567
Wealth Enhancement Trust Services
South Dakota
$3.46K
OP
568
ORG Partners
Indiana
$3.28K
FGA
569
Fortis Group Advisors
New Jersey
$3.01K
CAL
570
Capital Analysts LLC
Pennsylvania
$3K
SS
571
SBI Securities
Japan
$2.93K
BGAI
572
Bruce G. Allen Investments
Colorado
$2.66K
SL
573
Salomon & Ludwin
Virginia
$2.64K
BBHC
574
Brown Brothers Harriman & Co
New York
$2.57K
VWA
575
Valued Wealth Advisors
Utah
$2.51K