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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
BCWM
201
Bartlett & Co Wealth Management
Ohio
$1.4M
Russell Investments Group
202
Russell Investments Group
United Kingdom
$1.4M
HW
203
Hancock Whitney
Mississippi
$1.4M
DIA
204
Dean Investment Associates
Ohio
$1.37M
URS
205
Utah Retirement Systems
Utah
$1.36M
ATS
206
Ashton Thomas Securities
New York
$1.36M
EMPI
207
Elo Mutual Pension Insurance
Finland
$1.35M
Nomura Asset Management
208
Nomura Asset Management
Japan
$1.34M
Victory Capital Management
209
Victory Capital Management
Texas
$1.33M
HBT
210
Hills Bank & Trust
Iowa
$1.32M
Cerity Partners
211
Cerity Partners
New York
$1.32M
AWM
212
Apollon Wealth Management
South Carolina
$1.28M
FC
213
Farringdon Capital
United Kingdom
$1.27M
FAM
214
Formidable Asset Management
Ohio
$1.24M
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$1.18M
Natixis Advisors
216
Natixis Advisors
Massachusetts
$1.16M
HBWM
217
Hollow Brook Wealth Management
New York
$1.16M
ZIG
218
Zurich Insurance Group
Switzerland
$1.14M
STA
219
Summit Trail Advisors
New York
$1.14M
P
220
&Partners
Tennessee
$1.12M
AIM
221
Allen Investment Management
New York
$1.11M
CC
222
Centiva Capital
New York
$1.1M
NAAA
223
New Age Alpha Advisors
New York
$1.07M
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$1.05M
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$1.04M