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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
PWPS
551
Pinnacle Wealth Planning Services
Ohio
$4.92K
CFO
552
CVA Family Office
Colorado
$4.84K
GBT
553
Grove Bank & Trust
Florida
$4.24K
AS
554
Altshuler Shaham
Israel
$3.9K
IWS
555
Intentional Wealth Strategies
Colorado
$3.9K
TC
556
Truvestments Capital
Florida
$3.9K
AAG
557
Armstrong Advisory Group
Massachusetts
$3.4K
CAL
558
Capital Analysts LLC
Pennsylvania
$3K
CA
559
Clearstead Advisors
Ohio
$2.97K
FGA
560
Fortis Group Advisors
New Jersey
$2.89K
ECM
561
Estabrook Capital Management
New York
$2.89K
BGAI
562
Bruce G. Allen Investments
Colorado
$2.55K
CA
563
CoreCap Advisors
Michigan
$2.55K
SL
564
Salomon & Ludwin
Virginia
$2.47K
BBHC
565
Brown Brothers Harriman & Co
New York
$2.46K
BWL
566
Bogart Wealth LLC
Virginia
$2.12K
MAM
567
Marquette Asset Management
Minnesota
$2.04K
DPW
568
DiNuzzo Private Wealth
Pennsylvania
$1.95K
VWA
569
Valued Wealth Advisors
Utah
$1.9K
RWM
570
Rialto Wealth Management
New York
$1.87K
WA
571
Whipplewood Advisors
Colorado
$1.87K
BIA
572
Bell Investment Advisors
California
$1.78K
CFD
573
Creative Financial Designs
Indiana
$1.78K
TFM
574
TFC Financial Management
Massachusetts
$1.71K
FC
575
Financial Consulate
Maryland
$1.7K