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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
MML Investors Services
651
MML Investors Services
Massachusetts
-$245K -2,761 Closed
VPW
652
Vericrest Private Wealth
Pennsylvania
-$236K -2,666 Closed
AWE
653
Avidian Wealth Enterprises
Texas
-$220K -2,477 Closed
MCCA
654
Mill Creek Capital Advisors
Pennsylvania
-$215K -2,422 Closed
SAM
655
Silvercrest Asset Management
New York
-$209K -2,361 Closed
CCA
656
Checchi Capital Advisers
California
-$208K -2,348 Closed
ICP
657
Interchange Capital Partners
Pennsylvania
-$207K -2,331 Closed
PC
658
Payne Capital
Oregon
-$204K -2,298 Closed
SI
659
Stephens Inc
Arkansas
-$201K -2,271 Closed
PIMG
660
Patriot Investment Management Group
Tennessee
-$201K -2,267 Closed
ACM
661
Aster Capital Management
United Arab Emirates
-$173K -1,950 Closed
MA
662
Modus Advisors
Minnesota
-$146K -1,647 Closed
EBA
663
Eagle Bay Advisors
New York
-$45.3K -511 Closed
FHA
664
Flagship Harbor Advisors
Massachusetts
-$17.6K -199 Closed
IWM
665
IMG Wealth Management
Florida
-$7.54K -85 Closed
EW
666
Elyxium Wealth
California
-$5.59K -63 Closed
CWP
667
Concord Wealth Partners
Virginia
-$4.61K -52 Closed
CIAS
668
CBIZ Investment Advisory Services
Ohio
-$4.17K -47 Closed
Optiver Holding
669
Optiver Holding
Netherlands
-$1.77K -20 Closed
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.69K -19 Closed
OC
671
Optima Capital
Oregon
-$1.69K -19 Closed
PB
672
Pinnacle Bancorp
Nebraska
-$1.42K -16 Closed
BGWM
673
Bridge Generations Wealth Management
Florida
-$887 -10 Closed
TM
674
Torren Management
California
-$887 -10 Closed
TPBG
675
Turning Point Benefit Group
Maryland
-$265 -3 Closed