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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
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$3.67M
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$3.65M
GIA
128
GHP Investment Advisors
Colorado
$3.64M
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$3.37M
RFC
130
Regions Financial Corp
Alabama
$3.37M
Comerica Bank
131
Comerica Bank
Texas
$3.3M
Citigroup
132
Citigroup
New York
$3.24M
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.16M
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.15M
JIC
135
Johnson Investment Counsel
Ohio
$3.14M
CRC
136
Curi RMB Capital
Illinois
$3.07M
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$3.07M
Brown Advisory
138
Brown Advisory
Maryland
$3.01M
BG
139
Bahl & Gaynor
Ohio
$2.99M
PAG
140
Private Advisor Group
New Jersey
$2.97M
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$2.93M
YCM
142
Yousif Capital Management
Michigan
$2.93M
Squarepoint
143
Squarepoint
New York
$2.85M
CB
144
Commerce Bank
Missouri
$2.83M
CFO
145
Callan Family Office
Pennsylvania
$2.8M
Corient Private Wealth
146
Corient Private Wealth
Florida
$2.75M
IMRF
147
Illinois Municipal Retirement Fund
Illinois
$2.72M
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$2.57M
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M
Creative Planning
150
Creative Planning
Kansas
$2.52M