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Donaldson

524 hedge funds and large institutions have $7.07B invested in Donaldson in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 198 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 funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

20% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $14.1M

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
524
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
WPC
201
White Pine Capital
Minnesota
$1.42M
BCWM
202
Bartlett & Co Wealth Management
Ohio
$1.4M
Russell Investments Group
203
Russell Investments Group
United Kingdom
$1.4M
HW
204
Hancock Whitney
Mississippi
$1.4M
DIA
205
Dean Investment Associates
Ohio
$1.37M
URS
206
Utah Retirement Systems
Utah
$1.36M
ATS
207
Ashton Thomas Securities
New York
$1.36M
EMPI
208
Elo Mutual Pension Insurance
Finland
$1.35M
Nomura Asset Management
209
Nomura Asset Management
Japan
$1.34M
SA
210
Sanctuary Advisors
Indiana
$1.34M
Victory Capital Management
211
Victory Capital Management
Texas
$1.33M
HBT
212
Hills Bank & Trust
Iowa
$1.32M
Cerity Partners
213
Cerity Partners
New York
$1.32M
AWM
214
Apollon Wealth Management
South Carolina
$1.28M
FC
215
Farringdon Capital
United Kingdom
$1.27M
FAM
216
Formidable Asset Management
Ohio
$1.24M
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$1.18M
Natixis Advisors
218
Natixis Advisors
Massachusetts
$1.16M
HBWM
219
Hollow Brook Wealth Management
New York
$1.16M
ZIG
220
Zurich Insurance Group
Switzerland
$1.14M
STA
221
Summit Trail Advisors
New York
$1.14M
P
222
&Partners
Tennessee
$1.12M
AIM
223
Allen Investment Management
New York
$1.11M
CC
224
Centiva Capital
New York
$1.1M
NAAA
225
New Age Alpha Advisors
New York
$1.07M