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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
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
BFS
551
Bare Financial Services
Pennsylvania
$6.45K
PWA
552
Physician Wealth Advisors
Utah
$5.6K
RIL
553
Rothschild Investment LLC
Illinois
$5.38K
TFA
554
Transamerica Financial Advisors
Florida
$5.26K
CAL
555
Capital Advisors Ltd
Ohio
$5K
PWPS
556
Pinnacle Wealth Planning Services
Ohio
$4.92K
CFO
557
CVA Family Office
Colorado
$4.84K
GBT
558
Grove Bank & Trust
Florida
$4.24K
AS
559
Altshuler Shaham
Israel
$3.9K
IWS
560
Intentional Wealth Strategies
Colorado
$3.9K
TC
561
Truvestments Capital
Florida
$3.9K
AAG
562
Armstrong Advisory Group
Massachusetts
$3.4K
CAL
563
Capital Analysts LLC
Pennsylvania
$3K
CA
564
Clearstead Advisors
Ohio
$2.97K
FGA
565
Fortis Group Advisors
New Jersey
$2.89K
ECM
566
Estabrook Capital Management
New York
$2.89K
BGAI
567
Bruce G. Allen Investments
Colorado
$2.55K
CA
568
CoreCap Advisors
Michigan
$2.55K
SL
569
Salomon & Ludwin
Virginia
$2.47K
BBHC
570
Brown Brothers Harriman & Co
New York
$2.46K
BWL
571
Bogart Wealth LLC
Virginia
$2.12K
MAM
572
Marquette Asset Management
Minnesota
$2.04K
DPW
573
DiNuzzo Private Wealth
Pennsylvania
$1.95K
VWA
574
Valued Wealth Advisors
Utah
$1.9K
RWM
575
Rialto Wealth Management
New York
$1.87K