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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$2.46M
FFN
152
Focus Financial Network
Minnesota
$2.43M
ASRS
153
Arizona State Retirement System
Arizona
$2.42M
BAM
154
Ballast Asset Management
Texas
$2.42M
AIC
155
Aurora Investment Counsel
Georgia
$2.41M
ACM
156
Advisors Capital Management
New Jersey
$2.4M
WIC
157
Willis Investment Counsel
Georgia
$2.37M
State of New Jersey Common Pension Fund D
158
State of New Jersey Common Pension Fund D
New Jersey
$2.33M
Universal-Beteiligungs- und Servicegesellschaft
159
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.33M
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$2.33M
SGA
161
Strategic Global Advisors
California
$2.3M
KK
162
KLP Kapitalforvaltning
Norway
$2.28M
ASN
163
Advisory Services Network
Georgia
$2.24M
HF
164
HRT Financial
New York
$2.18M
GWWM
165
Great Waters Wealth Management
Minnesota
$2.17M
BCI
166
Brinker Capital Investments
Pennsylvania
$2.17M
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$2.15M
BFG
168
Berger Financial Group
Minnesota
$2.14M
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.13M
Jones Financial Companies
170
Jones Financial Companies
Missouri
$2.12M
Macquarie Group
171
Macquarie Group
Australia
$2.1M
Two Sigma Advisers
172
Two Sigma Advisers
New York
$2.07M
SOMRS
173
State of Michigan Retirement System
Michigan
$1.99M
Prudential Financial
174
Prudential Financial
New Jersey
$1.98M
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$1.98M