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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$3.81M +$1.11M +11,464 +34%
MOACM
152
Mutual of America Capital Management
New York
$3.75M -$387K -4,006 -8%
CFO
153
Callan Family Office
Pennsylvania
$3.75M -$7.24K -75 -0.2%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$3.71M +$2.98M +30,815 +218%
ZIG
155
Zurich Insurance Group
Switzerland
$3.67M
VF
156
Vest Financial
Virginia
$3.66M +$288K +2,979 +7%
Brown Advisory
157
Brown Advisory
Maryland
$3.65M -$39K -404 -0.9%
PP
158
PDT Partners
New York
$3.56M
BG
159
Bahl & Gaynor
Ohio
$3.55M -$55.6K -576 -1%
AC
160
Arjuna Capital
North Carolina
$3.53M +$1.13M +11,655 +39%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.5M -$147K -1,520 -4%
RCP
162
Rothschild Capital Partners
New York
$3.49M
PAG
163
Private Advisor Group
New Jersey
$3.46M +$32.8K +340 +0.8%
KAS
164
Kestra Advisory Services
Texas
$3.45M +$360K +3,728 +10%
KK
165
KLP Kapitalforvaltning
Norway
$3.45M +$396K +4,100 +11%
BFP
166
Birchwood Financial Partners
Minnesota
$3.37M +$97 +1 +0%
STA
167
Summit Trail Advisors
New York
$3.3M +$472K +4,892 +14%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$3.27M +$3.61M +37,428 +3,249%
N
169
Natixis
France
$3.26M +$3.71M +38,437 +226,100%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$3.26M
JIC
171
Johnson Investment Counsel
Ohio
$3.24M +$17.4K +180 +0.5%
NC
172
Nicholas Company
Wisconsin
$3.24M -$2.82M -29,155 -43%
Allianz Asset Management
173
Allianz Asset Management
Germany
$3.12M +$611K +6,326 +21%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$3.11M
AI
175
Atom Investors
Texas
$3.11M +$3.54M +36,613 New