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Donaldson

608 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 217 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 capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 560608 (+48)

1.24% more ownership

Funds ownership: 85.84%87.08% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 217

Holders
608
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
CFD
576
Creative Financial Designs
Indiana
$1.86K
BIA
577
Bell Investment Advisors
California
$1.86K
TFM
578
TFC Financial Management
Massachusetts
$1.78K
FC
579
Financial Consulate
Maryland
$1.77K
Optiver Holding
580
Optiver Holding
Netherlands
$1.77K
EWP
581
Elevation Wealth Partners
California
$1.69K
BWL
582
Bogart Wealth LLC
Virginia
$1.69K
OC
583
Optima Capital
Oregon
$1.69K
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69K
CPG
585
Cornerstone Planning Group
New Jersey
$1.64K
CH
586
Cromwell Holdings
Wyoming
$1.6K
RWM
587
Rialto Wealth Management
New York
$1.6K
N
588
Natixis
France
$1.51K
PB
589
Pinnacle Bancorp
Nebraska
$1.42K
SC
590
SouthState Corp
Florida
$1.42K
CFO
591
CVA Family Office
Colorado
$1.42K
KG
592
Kilter Group
New York
$1.33K
PWA
593
Principia Wealth Advisory
Texas
$1.33K
CMA
594
Cedar Mountain Advisors
Oregon
$1.15K
ACA
595
American Capital Advisory
Idaho
$1.06K
WA
596
Whipplewood Advisors
Colorado
$1.06K
QWM
597
Quaker Wealth Management
New Jersey
$976
BGWM
598
Bridge Generations Wealth Management
Florida
$887
TM
599
Torren Management
California
$887
BHWM
600
Bay Harbor Wealth Management
Maryland
$886