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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
PWA
601
Principia Wealth Advisory
Texas
$1.33K +$87 +1 +7%
CMA
602
Cedar Mountain Advisors
Oregon
$1.15K -$3.91K -45 -78%
SWM
603
SHP Wealth Management
Massachusetts
$1.15K +$1.13K +13 New
ACA
604
American Capital Advisory
Idaho
$1.06K +$347 +4 +50%
WA
605
Whipplewood Advisors
Colorado
$1.06K +$1.04K +12 New
QWM
606
Quaker Wealth Management
New Jersey
$976 +$261 +3 +38%
BGWM
607
Bridge Generations Wealth Management
Florida
$887
TM
608
Torren Management
California
$887 +$868 +10 New
BHWM
609
Bay Harbor Wealth Management
Maryland
$886 +$347 +4 +67%
HFS
610
Hughes Financial Services
Virginia
$621
HIA
611
HFM Investment Advisors
New Jersey
$621 +$87 +1 +17%
ZBNA
612
Zions Bancorporation, National Association
Utah
$621 +$608 +7 New
RF
613
Rossby Financial
Florida
$532 +$521 +6 New
SFS
614
Sunrise Financial Services
Washington
$532 +$521 +6 New
FMP
615
Financial Management Professionals
Texas
$266
TPBG
616
Turning Point Benefit Group
Maryland
$265
DF
617
Dunhill Financial
United Kingdom
$197 +$174 +2 New
T. Rowe Price Investment Management
618
T. Rowe Price Investment Management
Maryland
-$33.9M -413,755 Closed
Squarepoint
619
Squarepoint
New York
-$11.6M -142,332 Closed
TI
620
Trexquant Investment
Connecticut
-$11.3M -137,649 Closed
BGIM
621
Brandywine Global Investment Management
Pennsylvania
-$6.67M -81,511 Closed
Qube Research & Technologies (QRT)
622
Qube Research & Technologies (QRT)
United Kingdom
-$6.62M -80,860 Closed
DFCM
623
Dark Forest Capital Management
Puerto Rico
-$5.11M -62,380 Closed
Macquarie Group
624
Macquarie Group
Australia
-$2.48M -30,358 Closed
BHCM
625
Brevan Howard Capital Management
Jersey
-$2.39M -29,142 Closed