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Donaldson

602 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: 615602 (-13)

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
602
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
FC
576
Financial Consulate
Maryland
$1.7K
EWP
577
Elevation Wealth Partners
California
$1.61K
CH
578
Cromwell Holdings
Wyoming
$1.53K
WOSD
579
WFA of San Diego
California
$1.53K
BHWM
580
Bay Harbor Wealth Management
Maryland
$1.53K
CPG
581
Cornerstone Planning Group
New Jersey
$1.4K
SC
582
SouthState Corp
Florida
$1.36K
KG
583
Kilter Group
New York
$1.27K
FHC
584
First Horizon Corporation
Tennessee
$1.27K
RF
585
Rossby Financial
Florida
$1.12K
SS
586
SBI Securities
Japan
$1.1K
CMA
587
Cedar Mountain Advisors
Oregon
$1.1K
AW
588
Avion Wealth
Texas
$1K
QWM
589
Quaker Wealth Management
New Jersey
$934
ACA
590
American Capital Advisory
Idaho
$764
FFA
591
Frazier Financial Advisors
Ohio
$764
HFS
592
Hughes Financial Services
Virginia
$594
HIA
593
HFM Investment Advisors
New Jersey
$594
VWM
594
Vermillion Wealth Management
Minnesota
$594
SFS
595
Sunrise Financial Services
Washington
$509
CIAM
596
Caitong International Asset Management
Hong Kong
$424
SWM
597
SHP Wealth Management
Massachusetts
$424
FMP
598
Financial Management Professionals
Texas
$424
CFM
599
Cornerstone Financial Management
Massachusetts
$424
DF
600
Dunhill Financial
United Kingdom
$188