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
HighTower Advisors
251
HighTower Advisors
Illinois
$953K -$57.9K -235 -5%
AI
252
Atria Investments
North Carolina
$916K -$245K -994 -20%
Mariner
253
Mariner
Kansas
$907K +$70K +284 +8%
LCM
254
Legato Capital Management
California
$902K +$309K +1,255 +46%
OAM
255
Oppenheimer Asset Management
New York
$887K +$250K +1,014 +35%
SGAM
256
Smith Group Asset Management
Texas
$853K +$3.94K +16 +0.4%
VI
257
Vestcor Inc
New Brunswick, Canada
$837K
CCS
258
Concentric Capital Strategies
Connecticut
$832K +$910K +3,692 New
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$831K +$798K +3,239 +720%
Pacer Advisors
260
Pacer Advisors
Pennsylvania
$814K -$1.78M -7,220 -67%
SWC
261
Spectrum Wealth Counsel
Indiana
$805K +$881K +3,573 New
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$795K +$29.8K +121 +4%
Truist Financial
263
Truist Financial
North Carolina
$793K -$17.7K -72 -2%
SG Americas Securities
264
SG Americas Securities
New York
$781K +$855K +3,468 New
SP
265
Sequent Planning
Nebraska
$775K -$14.8K -60 -2%
LWCA
266
Locust Wood Capital Advisers
New York
$766K +$838K +3,400 New
PI
267
PineBridge Investments
New York
$731K -$1.82M -7,400 -70%
IP
268
Isthmus Partners
Wisconsin
$721K
IWM
269
IHT Wealth Management
Illinois
$715K +$782K +3,175 New
BFM
270
Boothbay Fund Management
New York
$711K +$189K +766 +32%
TSS
271
Two Sigma Securities
New York
$708K +$774K +3,141 New
CCM
272
Cinctive Capital Management
New York
$706K -$1.1M -4,474 -59%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$699K +$51.8K +210 +7%
ARC
274
Advisor Resource Council
Texas
$691K +$791K +3,209 New
VPIM
275
Vanguard Personalized Indexing Management
California
$689K -$39.7K -161 -5%

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.