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Applied Industrial Technologies

555 hedge funds and large institutions have $9.12B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $5.43M

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $8.34B → $9.12B (+$785M)

3% more funds holding

Funds holding: 540555 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.64% less ownership

Funds ownership: 94.27%92.62% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 212

Holders
555
Holders Change
+15
Holders Change %
+2.78%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
85
Increased
187
Reduced
212
Closed
65
Calls
$23.5M
Puts
$5.43M
Net Calls
+$18M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
226
Van Hulzen Asset Management
California
$2.25M -$88.9K -339 -4%
CFM
227
Catalyst Funds Management
Australia
$2.25M -$472K -1,800 -17%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$2.25M +$465K +1,771 +26%
NMIMC
229
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M -$3.67K -14 -0.2%
SIM
230
SWP Investment Management
Ohio
$2.21M +$190K +726 +9%
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M +$706K +2,690 +50%
NMERB
232
New Mexico Educational Retirement Board
New Mexico
$2.12M
DIA
233
Dana Investment Advisors
Wisconsin
$2.04M +$262 +1 +0%
HW
234
Hancock Whitney
Mississippi
$2.02M -$130K -495 -6%
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$2M -$40.9K -156 -2%
SPIA
236
Steward Partners Investment Advisory
New York
$1.87M +$71.4K +272 +4%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$986K +3,757 +111%
AIP
238
Ameritas Investment Partners
Nebraska
$1.86M -$67.2K -256 -3%
PCM
239
Polaris Capital Management
Massachusetts
$1.83M
OAM
240
Oppenheimer Asset Management
New York
$1.82M +$129K +492 +8%
MAM
241
Martingale Asset Management
Massachusetts
$1.82M -$1.19M -4,552 -40%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$1.8M -$25.3M -96,380 -93%
OLA
243
Oliver Luxxe Assets
New Jersey
$1.79M +$81.3K +310 +5%
AssetMark Inc
244
AssetMark Inc
California
$1.74M -$8.66K -33 -0.5%
BIM
245
Bridges Investment Management
Nebraska
$1.74M +$114K +433 +7%
BAM
246
Bullseye Asset Management
Colorado
$1.66M
WP
247
Woodline Partners
California
$1.63M -$15.9M -60,478 -91%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$1.62M -$456K -1,739 -22%
EI
249
Ethic Inc
New York
$1.61M +$777K +2,961 +93%
MML Investors Services
250
MML Investors Services
Massachusetts
$1.47M +$151K +574 +11%

AIT Hedge Fund Activity: Q3 2025 in Review

555 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2025, worth a combined $9.12B — up 9.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AIT positions and 65 closed out — a net gain of 20 holders — while 187 added to existing stakes and 212 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $201M. The largest seller was Dundas Partners, cutting an estimated $69.3M.

  • 555 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2025, up from 540 in Q2 2025.
  • Funds reported $9.12B of Applied Industrial Technologies stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 85 funds opened new Applied Industrial Technologies positions in Q3 2025 and 65 closed out, a net change of +20 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2025 was Capital International Investors, an estimated $201M added.
  • The largest Applied Industrial Technologies seller in Q3 2025 was Dundas Partners, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2025.