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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
CIM
51
Confluence Investment Management
Missouri
$25.8M -$1.08M -12,434 -4%
SI
52
Scharf Investments
California
$24.3M -$43.3M -498,602 -65%
DS
53
Dudley & Shanley
Florida
$24M -$15.6K -180 -0.1%
AT
54
Arbejdsmarkedets Tillaegspension
$22.9M +$22.4M +257,974 New
Principal Financial Group
55
Principal Financial Group
Iowa
$22.4M -$21.8M -250,907 -50%
US Bancorp
56
US Bancorp
Minnesota
$20.9M -$370K -4,264 -2%
AA
57
ALPS Advisors
Colorado
$20.7M -$1.29M -14,815 -6%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$20.7M -$10.6M -121,880 -34%
Swiss National Bank
59
Swiss National Bank
Switzerland
$20.3M +$234K +2,700 +1%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$20.1M +$844K +9,717 +4%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$20M +$150K +1,729 +0.8%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$18.8M -$162K -1,866 -0.9%
Raymond James Financial
63
Raymond James Financial
Florida
$17.6M -$4.94M -56,833 -22%
HA
64
Heartland Advisors
Wisconsin
$17.3M -$753K -8,675 -4%
N
65
Nuveen
North Carolina
$17.1M -$198K -2,282 -1%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$17.1M +$16.8M +192,931 New
MPIA
67
Mountain Pacific Investment Advisers
Idaho
$16.3M -$230K -2,647 -1%
Millennium Management
68
Millennium Management
New York
$16.3M -$30M -345,017 -65%
Legal & General Group
69
Legal & General Group
United Kingdom
$16.2M -$3.27M -37,691 -17%
SEI Investments
70
SEI Investments
Pennsylvania
$16M +$1.96M +22,624 +14%
AllianceBernstein
71
AllianceBernstein
Tennessee
$15.1M +$1.93M +22,182 +15%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$14.3M -$5.69M -65,482 -29%
VanEck Associates
73
VanEck Associates
New York
$13.6M -$593K -6,832 -4%
Stifel Financial
74
Stifel Financial
Missouri
$13.3M -$637K -7,337 -5%
PA
75
Parallel Advisors
California
$12.9M -$148K -1,699 -1%