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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
X
276
Xponance
Pennsylvania
$1.13M +$7.61K +29 +0.7%
Nomura Holdings
277
Nomura Holdings
Japan
$1.13M +$1.13M +4,311 New
Osaic Holdings
278
Osaic Holdings
Arizona
$1.11M +$102K +388 +10%
SOADOR
279
State of Alaska Department of Revenue
Alaska
$1.09M -$30.2K -115 -3%
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$1.07M +$434K +1,655 +67%
SCM
281
Sandler Capital Management
New York
$1.07M +$1.08M +4,099 New
WAM
282
Wolverine Asset Management
Illinois
$1.04M +$1.05M +4,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M +$1.02M +3,900 New
SGAM
284
Smith Group Asset Management
Texas
$1.01M +$28.1K +107 +3%
NYLIM
285
New York Life Investment Management
New York
$999K -$40.4K -154 -4%
I
286
InceptionR
California
$947K +$951K +3,626 New
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$946K +$185K +705 +24%
Mariner
288
Mariner
Kansas
$928K -$13.9K -53 -1%
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$922K -$286K -1,089 -24%
RS
290
R Squared
Hong Kong
$909K +$197K +752 +28%
VPIM
291
Vanguard Personalized Indexing Management
California
$899K -$9.18K -35 -1%
Robeco Institutional Asset Management
292
Robeco Institutional Asset Management
Netherlands
$896K +$900K +3,431 New
KCM
293
Kanawha Capital Management
Virginia
$878K -$197K -750 -18%
IWM
294
IHT Wealth Management
Illinois
$868K +$41.7K +159 +5%
SP
295
Sequent Planning
Nebraska
$865K -$19.7K -75 -2%
LAM
296
LECAP Asset Management
United Kingdom
$864K +$868K +3,309 New
NA
297
Navellier & Associates
Nevada
$855K +$166K +634 +24%
AG
298
AIA Group
Hong Kong
$837K +$841K +3,207 New
PAG
299
Private Advisor Group
New Jersey
$803K -$13.4K -51 -2%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$798K +$375K +1,430 +83%

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.