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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
MGWM
126
Marks Group Wealth Management
Minnesota
$4.99M
GIA
127
GHP Investment Advisors
Colorado
$4.97M +$418K +4,333 +8%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$4.89M +$1.94M +20,118 +53%
AIP
129
Ameritas Investment Partners
Nebraska
$4.87M +$734K +7,598 +15%
SIA
130
Sit Investment Associates
Minnesota
$4.85M +$312K +3,235 +6%
MIM
131
MetLife Investment Management
New Jersey
$4.81M +$12.3K +127 +0.2%
NSIM
132
North Star Investment Management
Illinois
$4.78M
Creative Planning
133
Creative Planning
Kansas
$4.78M +$1.01M +10,507 +23%
LPL Financial
134
LPL Financial
California
$4.72M +$161K +1,668 +3%
WIC
135
Willis Investment Counsel
Georgia
$4.71M +$274K +2,836 +5%
ACA
136
Aptus Capital Advisors
Alabama
$4.63M +$51.7K +535 +1%
CCIA
137
Campbell & Co Investment Adviser
Maryland
$4.56M +$2.13M +22,083 +70%
AB
138
Amalgamated Bank
New York
$4.5M +$194K +2,006 +4%
IMRF
139
Illinois Municipal Retirement Fund
Illinois
$4.45M +$1.25M +12,942 +33%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$4.43M +$1.25M +12,957 +33%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$4.31M +$843K +8,729 +20%
CRC
142
Curi RMB Capital
Illinois
$4.31M +$17.4K +180 +0.4%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$4.29M -$1.07M -11,118 -18%
VGA
144
Vanguard Global Advisers
Pennsylvania
$4.22M +$4.8M +49,740 New
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.18M +$53.9K +558 +1%
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.15M
PCM
147
Palisade Capital Management
New Jersey
$3.99M -$1.03M -10,635 -18%
RFC
148
Regions Financial Corp
Alabama
$3.99M -$255K -2,639 -5%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$3.95M
ACM
150
Advisors Capital Management
New Jersey
$3.86M +$1.03M +10,709 +31%