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Donaldson

617 hedge funds and large institutions have $8.91B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 178 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $284K

148% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

10% more funds holding

Funds holding: 562617 (+55)

9% more capital invested

Capital invested by funds: $8.19B → $8.91B (+$719M)

1.33% more ownership

Funds ownership: 85.91%87.24% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 220

Holders
617
Holders Change
+55
Holders Change %
+9.79%
% of All Funds
7.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
104
Increased
178
Reduced
220
Closed
42
Calls
$3.01M
Puts
$284K
Net Calls
+$2.73M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
576
Bruce G. Allen Investments
Colorado
$2.66K
SL
577
Salomon & Ludwin
Virginia
$2.64K
BBHC
578
Brown Brothers Harriman & Co
New York
$2.57K -$2.26K -26 -47%
VWA
579
Valued Wealth Advisors
Utah
$2.51K
CA
580
CoreCap Advisors
Michigan
$2.39K +$2.35K +27 New
MAM
581
Marquette Asset Management
Minnesota
$2.13K +$521 +6 +33%
DPW
582
DiNuzzo Private Wealth
Pennsylvania
$2.04K +$174 +2 +10%
AW
583
Avion Wealth
Texas
$2K
CFD
584
Creative Financial Designs
Indiana
$1.86K -$868 -10 -32%
BIA
585
Bell Investment Advisors
California
$1.86K
TFM
586
TFC Financial Management
Massachusetts
$1.78K
FC
587
Financial Consulate
Maryland
$1.77K +$1.13K +13 +186%
Optiver Holding
588
Optiver Holding
Netherlands
$1.77K -$12.2K -140 -88%
BWL
589
Bogart Wealth LLC
Virginia
$1.69K
EWP
590
Elevation Wealth Partners
California
$1.69K
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69K +$1.65K +19 New
OC
592
Optima Capital
Oregon
$1.69K +$1.65K +19 New
CPG
593
Cornerstone Planning Group
New Jersey
$1.64K -$5.82K -67 -81%
CH
594
Cromwell Holdings
Wyoming
$1.6K
RWM
595
Rialto Wealth Management
New York
$1.6K +$174 +2 +13%
N
596
Natixis
France
$1.51K +$1.48K +17 New
PB
597
Pinnacle Bancorp
Nebraska
$1.42K -$4.34K -50 -76%
CFO
598
CVA Family Office
Colorado
$1.42K
SC
599
SouthState Corp
Florida
$1.42K
KG
600
Kilter Group
New York
$1.33K