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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

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

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
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
Whipplewood Advisors
Colorado
$1.87K +$966 +10 +83%
BIA
577
Bell Investment Advisors
California
$1.78K
CFD
578
Creative Financial Designs
Indiana
$1.78K
TFM
579
TFC Financial Management
Massachusetts
$1.71K
FC
580
Financial Consulate
Maryland
$1.7K
EWP
581
Elevation Wealth Partners
California
$1.61K
CH
582
Cromwell Holdings
Wyoming
$1.53K
WOSD
583
WFA of San Diego
California
$1.53K +$1.74K +18 New
BHWM
584
Bay Harbor Wealth Management
Maryland
$1.53K +$773 +8 +80%
CPG
585
Cornerstone Planning Group
New Jersey
$1.4K +$97 +1 +6%
SC
586
SouthState Corp
Florida
$1.36K
KG
587
Kilter Group
New York
$1.27K
FHC
588
First Horizon Corporation
Tennessee
$1.27K +$1.45K +15 New
RF
589
Rossby Financial
Florida
$1.12K +$676 +7 +117%
SS
590
SBI Securities
Japan
$1.1K -$1.93K -20 -61%
CMA
591
Cedar Mountain Advisors
Oregon
$1.1K
AW
592
Avion Wealth
Texas
$1K
QWM
593
Quaker Wealth Management
New Jersey
$934
ACA
594
American Capital Advisory
Idaho
$764 -$290 -3 -25%
FFA
595
Frazier Financial Advisors
Ohio
$764 +$869 +9 New
HIA
596
HFM Investment Advisors
New Jersey
$594
HFS
597
Hughes Financial Services
Virginia
$594
VWM
598
Vermillion Wealth Management
Minnesota
$594 +$676 +7 New
SFS
599
Sunrise Financial Services
Washington
$509
CIAM
600
Caitong International Asset Management
Hong Kong
$424 -$113K -1,173 -100%