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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
KeyBank National Association
176
KeyBank National Association
Ohio
$3.04M -$417K -4,321 -11%
YCM
177
Yousif Capital Management
Michigan
$3.04M -$183K -1,898 -5%
BAM
178
Ballast Asset Management
Texas
$2.98M +$83.5K +865 +3%
NAMI
179
Nomura Asset Management International
Pennsylvania
$2.98M +$457K +4,731 +16%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$2.97M +$1.43M +14,812 +74%
EI
181
Ethic Inc
New York
$2.95M +$709K +7,346 +27%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$2.9M -$15.5K -161 -0.5%
MYAM
183
Meiji Yasuda Asset Management
Japan
$2.9M -$2.49M -25,806 -43%
HI
184
Horizon Investments
North Carolina
$2.86M -$1.27M -13,185 -28%
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$2.86M
Citigroup
186
Citigroup
New York
$2.84M +$433K +4,486 +15%
LSERS
187
Louisiana State Employees Retirement System
Louisiana
$2.83M +$126K +1,300 +4%
DWT
188
Dorsey & Whitney Trust
South Dakota
$2.8M -$690K -7,140 -18%
Russell Investments Group
189
Russell Investments Group
United Kingdom
$2.72M -$85.5K -885 -3%
ASRS
190
Arizona State Retirement System
Arizona
$2.69M -$89.8K -930 -3%
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$2.68M +$1.4M +14,477 +84%
OQS
192
Occudo Quantitative Strategies
Florida
$2.67M +$2.93M +30,317 New
CBU
193
CIBC Bancorp USA
Illinois
$2.66M +$3.03M +31,340 New
Natixis Advisors
194
Natixis Advisors
Massachusetts
$2.63M +$546K +5,651 +22%
BMSSC
195
B. Metzler seel. Sohn & Co
Germany
$2.57M +$2.92M +30,240 New
GWWM
196
Great Waters Wealth Management
Minnesota
$2.56M -$19.3K -200 -0.7%
Prudential Financial
197
Prudential Financial
New Jersey
$2.56M -$1.95M -20,222 -40%
FFN
198
Focus Financial Network
Minnesota
$2.54M -$228K -2,361 -7%
BFG
199
Berger Financial Group
Minnesota
$2.53M -$57.8K -598 -2%
VIA
200
Vanguard Investments Australia
Australia
$2.5M +$2.84M +29,432 New