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Donaldson

601 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: 615601 (-14)

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
601
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
EWP
576
Elevation Wealth Partners
California
$1.61K
CH
577
Cromwell Holdings
Wyoming
$1.53K
WOSD
578
WFA of San Diego
California
$1.53K
BHWM
579
Bay Harbor Wealth Management
Maryland
$1.53K
CPG
580
Cornerstone Planning Group
New Jersey
$1.4K
SC
581
SouthState Corp
Florida
$1.36K
KG
582
Kilter Group
New York
$1.27K
FHC
583
First Horizon Corporation
Tennessee
$1.27K
RF
584
Rossby Financial
Florida
$1.12K
SS
585
SBI Securities
Japan
$1.1K
CMA
586
Cedar Mountain Advisors
Oregon
$1.1K
AW
587
Avion Wealth
Texas
$1K
QWM
588
Quaker Wealth Management
New Jersey
$934
ACA
589
American Capital Advisory
Idaho
$764
FFA
590
Frazier Financial Advisors
Ohio
$764
HFS
591
Hughes Financial Services
Virginia
$594
HIA
592
HFM Investment Advisors
New Jersey
$594
VWM
593
Vermillion Wealth Management
Minnesota
$594
SFS
594
Sunrise Financial Services
Washington
$509
CIAM
595
Caitong International Asset Management
Hong Kong
$424
SWM
596
SHP Wealth Management
Massachusetts
$424
FMP
597
Financial Management Professionals
Texas
$424
CFM
598
Cornerstone Financial Management
Massachusetts
$424
DF
599
Dunhill Financial
United Kingdom
$188
AWM
600
Activest Wealth Management
Florida
$85