We are live on ! Find out more
AIT icon

Applied Industrial Technologies

511 hedge funds and large institutions have $8.42B invested in Applied Industrial Technologies in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 213 increasing their positions, 158 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 158

31% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.7M

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

2% more funds holding

Funds holding: 499511 (+12)

1.73% more ownership

Funds ownership: 93.6%95.32% (+1.7%)

2% less capital invested

Capital invested by funds: $8.62B → $8.42B (-$197M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
77
Increased
213
Reduced
158
Closed
59
Calls
$20.5M
Puts
$15.7M
Net Calls
+$4.84M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
X
226
Xponance
Pennsylvania
$1.25M +$18.5K +75 +1%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$1.24M +$13.1K +53 +1%
BIM
228
Bridges Investment Management
Nebraska
$1.22M +$701K +2,846 +111%
HC
229
Henshaw Capital
Massachusetts
$1.19M +$74.7K +303 +6%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$1.18M +$45.8K +186 +4%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$1.18M +$79.6K +323 +7%
WGAM
232
Wilkinson Global Asset Management
New York
$1.17M +$86.3K +350 +7%
LTAS
233
Linden Thomas Advisory Services
North Carolina
$1.16M +$112K +454 +10%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$1.15M -$2.31M -9,383 -65%
SIM
235
SWP Investment Management
Ohio
$1.14M +$1.25M +5,070 New
QC
236
Quadrature Capital
United Kingdom
$1.1M +$423K +1,717 +54%
IFS
237
Ifrah Financial Services
Arkansas
$1.09M -$78.1K -317 -6%
Assenagon Asset Management
238
Assenagon Asset Management
Luxembourg
$1.09M -$1.44M -5,835 -55%
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$1.08M +$1.18M +4,787 New
XT
240
XTX Topco
Cayman Islands
$1.07M +$748K +3,037 +178%
AAM
241
Azzad Asset Management
Virginia
$1.05M +$17.3K +70 +2%
Two Sigma Investments
242
Two Sigma Investments
New York
$1.04M -$20K -81 -2%
KCM
243
Kanawha Capital Management
Virginia
$1.03M
SOADOR
244
State of Alaska Department of Revenue
Alaska
$1.01M +$25.9K +105 +2%
QCG
245
Quadrant Capital Group
Ohio
$1M +$654K +2,652 +147%
MPM
246
Meritage Portfolio Management
Kansas
$1M +$57.7K +234 +6%
WLG
247
Williamson Legacy Group
Indiana
$992K +$106K +432 +11%
MWPCG
248
Measured Wealth Private Client Group
New Hampshire
$992K +$26.9K +109 +3%
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
$992K +$87.5K +355 +9%
IMRF
250
Illinois Municipal Retirement Fund
Illinois
$987K

AIT Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2025, worth a combined $8.42B — down 2.3% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AIT positions and 59 closed out — a net gain of 18 holders — while 213 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $88.1M. The largest seller was Fidelity Investments, cutting an estimated $60.1M.

  • 511 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2025, up from 499 in Q4 2024.
  • Funds reported $8.42B of Applied Industrial Technologies stock for Q1 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new Applied Industrial Technologies positions in Q1 2025 and 59 closed out, a net change of +18 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2025 was AllianceBernstein, an estimated $88.1M added.
  • The largest Applied Industrial Technologies seller in Q1 2025 was Fidelity Investments, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2025.