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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

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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
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
MML Investors Services
651
MML Investors Services
Massachusetts
VPW
652
Vericrest Private Wealth
Pennsylvania
AWE
653
Avidian Wealth Enterprises
Texas
MCCA
654
Mill Creek Capital Advisors
Pennsylvania
SAM
655
Silvercrest Asset Management
New York
CCA
656
Checchi Capital Advisers
California
ICP
657
Interchange Capital Partners
Pennsylvania
PC
658
Payne Capital
Oregon
SI
659
Stephens Inc
Arkansas
PIMG
660
Patriot Investment Management Group
Tennessee
ACM
661
Aster Capital Management
United Arab Emirates
MA
662
Modus Advisors
Minnesota
EBA
663
Eagle Bay Advisors
New York
FHA
664
Flagship Harbor Advisors
Massachusetts
IWM
665
IMG Wealth Management
Florida
EW
666
Elyxium Wealth
California
CWP
667
Concord Wealth Partners
Virginia
CIAS
668
CBIZ Investment Advisory Services
Ohio
Optiver Holding
669
Optiver Holding
Netherlands
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
OC
671
Optima Capital
Oregon
PB
672
Pinnacle Bancorp
Nebraska
BGWM
673
Bridge Generations Wealth Management
Florida
TM
674
Torren Management
California
TPBG
675
Turning Point Benefit Group
Maryland