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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
Ensign Peak Advisors
176
Ensign Peak Advisors
Utah
$1.96M
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$1.92M
Neuberger Berman Group
178
Neuberger Berman Group
New York
$1.88M
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$1.87M
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M
VFA
181
Values First Advisors
Tennessee
$1.84M
HSBC Holdings
182
HSBC Holdings
United Kingdom
$1.75M
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$1.73M
IIA
184
ICW Investment Advisors
Arizona
$1.71M
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$1.7M
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$1.69M
PI
187
PineBridge Investments
New York
$1.66M
NW
188
NewEdge Wealth
Pennsylvania
$1.66M
Allianz Asset Management
189
Allianz Asset Management
Germany
$1.64M
ACM
190
Aster Capital Management
United Arab Emirates
$1.63M
EI
191
Ethic Inc
New York
$1.62M
Lazard Asset Management
192
Lazard Asset Management
New York
$1.6M
VAS
193
Vestmark Advisory Solutions
Massachusetts
$1.54M
M&T Bank
194
M&T Bank
New York
$1.53M
NGA
195
Naples Global Advisors
Florida
$1.53M
ANTB
196
AMG National Trust Bank
Colorado
$1.5M
AI
197
Atria Investments
North Carolina
$1.45M
Citadel Advisors
198
Citadel Advisors
Florida
$1.43M
RBC
199
Romano Brothers & Co
Illinois
$1.43M
WPC
200
White Pine Capital
Minnesota
$1.42M