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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
Pictet Asset Management
251
Pictet Asset Management
Switzerland
$1.46M -$44.6K -170 -3%
SSWM
252
Sheets Smith Wealth Management
North Carolina
$1.42M +$23.9K +91 +2%
VI
253
Vestcor Inc
New Brunswick, Canada
$1.41M +$250K +951 +21%
BHCM
254
Brevan Howard Capital Management
Jersey
$1.39M -$16.6M -63,252 -92%
PCP
255
Perbak Capital Partners
United Kingdom
$1.39M +$466K +1,776 +50%
Adage Capital Partners
256
Adage Capital Partners
Massachusetts
$1.37M +$1.38M +5,256 New
QCM
257
QRG Capital Management
Illinois
$1.37M -$806K -3,072 -37%
PD
258
Point72 (DIFC)
United Arab Emirates
$1.31M +$525K +2,002 +66%
LTAS
259
Linden Thomas Advisory Services
North Carolina
$1.29M +$44.6K +170 +4%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$1.25M +$638K +2,431 +103%
BLFG
261
Brian Low Financial Group
Louisiana
$1.25M +$262K +998 +26%
IFS
262
Ifrah Financial Services
Arkansas
$1.23M -$12.6K -48 -1%
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$1.22M -$137K -523 -10%
QCG
264
Quadrant Capital Group
Ohio
$1.21M +$13.4K +51 +1%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$1.21M +$329K +1,252 +37%
GIM
266
Glenmede Investment Management
Pennsylvania
$1.21M -$51.2K -195 -4%
Verition Fund Management
267
Verition Fund Management
Connecticut
$1.18M -$13.4M -51,243 -92%
DTL
268
Dynamic Technology Lab
Singapore
$1.16M -$1.42M -5,393 -55%
MWPCG
269
Measured Wealth Private Client Group
New Hampshire
$1.15M -$63K -240 -5%
Schroder Investment Management Group
270
Schroder Investment Management Group
United Kingdom
$1.14M -$36.7K -140 -3%
HighTower Advisors
271
HighTower Advisors
Illinois
$1.14M +$274K +1,043 +31%
AWM
272
Arista Wealth Management
Nevada
$1.14M -$262K -1,000 -19%
CAG
273
Csenge Advisory Group
Florida
$1.14M +$666K +2,540 +140%
AIM
274
Aigen Investment Management
New York
$1.14M +$1.14M +4,350 New
HCA
275
Harbor Capital Advisors
Illinois
$1.13M -$2.87M -10,948 -72%

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.