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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
SHP Wealth Management
Massachusetts
$424 -$773 -8 -62%
FMP
602
Financial Management Professionals
Texas
$424 +$193 +2 +67%
CFM
603
Cornerstone Financial Management
Massachusetts
$424 +$483 +5 New
DF
604
Dunhill Financial
United Kingdom
$188
AWM
605
Activest Wealth Management
Florida
$85 +$97 +1 New
CW
606
Curio Wealth
Maryland
$85 +$97 +1 New
Norges Bank
607
Norges Bank
Norway
-$120M -1,355,580 Closed
Two Sigma Advisers
608
Two Sigma Advisers
New York
-$48.5M -546,622 Closed
CCS
609
Concentric Capital Strategies
Connecticut
-$10.4M -117,103 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
610
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.22M -103,969 Closed
GP
611
Gallo Partners
New Jersey
-$5.31M -59,871 Closed
ACM
612
Aquatic Capital Management
Illinois
-$3.78M -42,688 Closed
WAM
613
Weiss Asset Management
Massachusetts
-$2.9M -32,724 Closed
PPF
614
PFA Pension Forsikringsaktieselskab
-$1.83M -20,252 Closed
Susquehanna International Group
615
Susquehanna International Group
Pennsylvania
-$1.93M -20,024 Closed
GCM
616
Graham Capital Management
Connecticut
-$1.65M -18,628 Closed
FAM
617
Formidable Asset Management
Ohio
-$1.52M -18,554 Closed
A
618
AlphaQuest
New York
-$1.61M -18,147 Closed
JF
619
Jump Financial
Illinois
-$1.6M -18,053 Closed
Sumitomo Mitsui Trust Group
620
Sumitomo Mitsui Trust Group
Japan
-$1.56M -17,545 Closed
AIM
621
Artemis Investment Management
United Kingdom
-$1.49M -16,846 Closed
JCIA
622
Jackson Creek Investment Advisors
Colorado
-$1.35M -15,180 Closed
ET
623
Entropy Technologies
New York
-$1.31M -14,760 Closed
XT
624
XTX Topco
Cayman Islands
-$1.23M -13,853 Closed
HF
625
HRT Financial
New York
-$1.19M -13,420 Closed