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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$8.75M
Net Calls
Net Calls Change
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
HSBC Holdings
128
HSBC Holdings
United Kingdom
$4.89M
AIP
129
Ameritas Investment Partners
Nebraska
$4.87M
SIA
130
Sit Investment Associates
Minnesota
$4.85M
MIM
131
MetLife Investment Management
New Jersey
$4.81M
NSIM
132
North Star Investment Management
Illinois
$4.78M
Creative Planning
133
Creative Planning
Kansas
$4.78M
LPL Financial
134
LPL Financial
California
$4.72M
WIC
135
Willis Investment Counsel
Georgia
$4.71M
ACA
136
Aptus Capital Advisors
Alabama
$4.63M
CCIA
137
Campbell & Co Investment Adviser
Maryland
$4.56M
AB
138
Amalgamated Bank
New York
$4.5M
IMRF
139
Illinois Municipal Retirement Fund
Illinois
$4.45M
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$4.43M
Jones Financial Companies
141
Jones Financial Companies
Missouri
$4.31M
CRC
142
Curi RMB Capital
Illinois
$4.31M
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$4.29M
VGA
144
Vanguard Global Advisers
Pennsylvania
$4.22M
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.18M
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.15M
PCM
147
Palisade Capital Management
New Jersey
$3.99M
RFC
148
Regions Financial Corp
Alabama
$3.99M
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