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Donaldson

613 hedge funds and large institutions have $8.9B invested in Donaldson in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 177 increasing their positions, 219 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 funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $8.19B → $8.9B (+$718M)

1.33% more ownership

Funds ownership: 85.84%87.16% (+1.3%)

19% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 219

Holders
613
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
CA
576
CoreCap Advisors
Michigan
$2.39K
MAM
577
Marquette Asset Management
Minnesota
$2.13K
DPW
578
DiNuzzo Private Wealth
Pennsylvania
$2.04K
AW
579
Avion Wealth
Texas
$2K
CFD
580
Creative Financial Designs
Indiana
$1.86K
BIA
581
Bell Investment Advisors
California
$1.86K
TFM
582
TFC Financial Management
Massachusetts
$1.78K
FC
583
Financial Consulate
Maryland
$1.77K
Optiver Holding
584
Optiver Holding
Netherlands
$1.77K
BWL
585
Bogart Wealth LLC
Virginia
$1.69K
EWP
586
Elevation Wealth Partners
California
$1.69K
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69K
OC
588
Optima Capital
Oregon
$1.69K
CPG
589
Cornerstone Planning Group
New Jersey
$1.64K
CH
590
Cromwell Holdings
Wyoming
$1.6K
RWM
591
Rialto Wealth Management
New York
$1.6K
N
592
Natixis
France
$1.51K
PB
593
Pinnacle Bancorp
Nebraska
$1.42K
SC
594
SouthState Corp
Florida
$1.42K
CFO
595
CVA Family Office
Colorado
$1.42K
KG
596
Kilter Group
New York
$1.33K
PWA
597
Principia Wealth Advisory
Texas
$1.33K
CMA
598
Cedar Mountain Advisors
Oregon
$1.15K
SWM
599
SHP Wealth Management
Massachusetts
$1.15K
ACA
600
American Capital Advisory
Idaho
$1.06K