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Donaldson

520 hedge funds and large institutions have $7.06B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 159 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 195

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.3M
Puts
$14.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
101
Holocene Advisors
New York
$5.38M
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$5.26M
NC
103
Nicholas Company
Wisconsin
$4.98M
HIC
104
Harvey Investment Company
Kentucky
$4.9M
Barclays
105
Barclays
United Kingdom
$4.88M
RCM
106
Radnor Capital Management
Pennsylvania
$4.87M
JIM
107
Jensen Investment Management
Oregon
$4.63M
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$4.61M
LPL Financial
109
LPL Financial
California
$4.56M
Jacobs Levy Equity Management
110
Jacobs Levy Equity Management
New Jersey
$4.47M
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$4.47M
MIM
112
MetLife Investment Management
New Jersey
$4.46M
TPSF
113
Texas Permanent School Fund
Texas
$4.39M
MYAM
114
Meiji Yasuda Asset Management
Japan
$4.22M
BDLIB
115
Banque de Luxembourg Investments (BLI)
Luxembourg
$4.12M
MOACM
116
Mutual of America Capital Management
New York
$4.12M
PCM
117
Palisade Capital Management
New Jersey
$4.11M
VF
118
Vest Financial
Virginia
$4.09M
DWT
119
Dorsey & Whitney Trust
South Dakota
$4.09M
MGWM
120
Marks Group Wealth Management
Minnesota
$4.08M
SIA
121
Sit Investment Associates
Minnesota
$4M
NSIM
122
North Star Investment Management
Illinois
$3.97M
AB
123
Amalgamated Bank
New York
$3.83M
RCP
124
Rothschild Capital Partners
New York
$3.77M
AIP
125
Ameritas Investment Partners
Nebraska
$3.71M