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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
NSIM
126
North Star Investment Management
Illinois
$4.99M -$78.9K -908 -2%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$4.85M +$235K +2,702 +5%
GIA
128
GHP Investment Advisors
Colorado
$4.81M +$103K +1,189 +2%
ACA
129
Aptus Capital Advisors
Alabama
$4.79M +$4.69M +54,035 New
LPL Financial
130
LPL Financial
California
$4.79M -$737K -8,486 -14%
SIA
131
Sit Investment Associates
Minnesota
$4.78M -$67.3K -775 -1%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$4.75M -$173K -1,996 -4%
WIC
133
Willis Investment Counsel
Georgia
$4.66M +$1.52M +17,459 +50%
AB
134
Amalgamated Bank
New York
$4.52M -$242K -2,782 -5%
CRC
135
Curi RMB Capital
Illinois
$4.49M +$19.7K +227 +0.5%
Prudential Financial
136
Prudential Financial
New Jersey
$4.46M +$1.85M +21,269 +73%
AIP
137
Ameritas Investment Partners
Nebraska
$4.42M -$136K -1,567 -3%
RFC
138
Regions Financial Corp
Alabama
$4.4M -$3.56K -41 -0.1%
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.34M -$250K -2,879 -6%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$4.31M -$309K -3,556 -7%
MOACM
141
Mutual of America Capital Management
New York
$4.27M -$487K -5,607 -10%
HI
142
Horizon Investments
North Carolina
$4.15M +$4.07M +46,851 New
Creative Planning
143
Creative Planning
Kansas
$4.06M +$661K +7,616 +20%
CFO
144
Callan Family Office
Pennsylvania
$3.92M +$493K +5,677 +15%
Brown Advisory
145
Brown Advisory
Maryland
$3.85M +$174 +2 +0%
ZIG
146
Zurich Insurance Group
Switzerland
$3.83M
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.79M -$144K -1,661 -4%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$3.79M +$372K +4,286 +11%
ACM
149
Aquatic Capital Management
Illinois
$3.78M +$2.06M +23,727 +125%
YCM
150
Yousif Capital Management
Michigan
$3.76M -$78.2K -900 -2%