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Applied Industrial Technologies

540 hedge funds and large institutions have $8.34B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 61

48% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $11.9M

6% more funds holding

Funds holding: 511540 (+29)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

1% less capital invested

Capital invested by funds: $8.42B → $8.34B (-$85.9M)

1.06% less ownership

Funds ownership: 95.32%94.27% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
540
Holders Change
+29
Holders Change %
+5.68%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
197
Reduced
183
Closed
61
Calls
$17.6M
Puts
$11.9M
Net Calls
+$5.74M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
301
Corient Private Wealth
Florida
$769K +$196K +860 +35%
IP
302
Isthmus Partners
Wisconsin
$744K
EI
303
Ethic Inc
New York
$740K +$144K +632 +25%
IWM
304
IHT Wealth Management
Illinois
$737K -$1.59K -7 -0.2%
PAG
305
Private Advisor Group
New Jersey
$727K +$49.6K +218 +7%
ET
306
Entropy Technologies
New York
$724K +$708K +3,114 New
NICM
307
Neo Ivy Capital Management
New York
$719K +$703K +3,092 New
PD
308
Point72 (DIFC)
United Arab Emirates
$703K +$688K +3,024 New
SIG
309
Stonegate Investment Group
Alabama
$697K
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$679K -$41.6K -183 -6%
II
311
Inspire Investing
Idaho
$672K -$5.23K -23 -0.8%
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$672K +$52.8K +232 +9%
PIM
313
Penobscot Investment Management
Massachusetts
$669K
SAM
314
Securian Asset Management
Minnesota
$669K -$22.7K -100 -3%
LCM
315
Legato Capital Management
California
$667K -$258K -1,135 -28%
SWM
316
Spire Wealth Management
Virginia
$662K +$60.7K +267 +10%
PAS
317
Park Avenue Securities
New York
$643K +$199K +874 +46%
RS
318
R Squared
Hong Kong
$635K +$621K +2,730 New
AI
319
Atria Investments
North Carolina
$624K -$314K -1,381 -34%
DekaBank Deutsche Girozentrale
320
DekaBank Deutsche Girozentrale
Germany
$617K -$830K -3,648 -58%
NA
321
Navellier & Associates
Nevada
$614K -$4.78K -21 -0.8%
SCP
322
Sender Company & Partners
New York
$604K +$591K +2,599 New
DCM
323
Delta Capital Management
New Jersey
$594K
SCM
324
Sterling Capital Management
North Carolina
$588K +$568K +2,497 +6,243%
BWM
325
Base Wealth Management
Florida
$576K +$1.14K +5 +0.2%

AIT Hedge Fund Activity: Q2 2025 in Review

540 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2025, worth a combined $8.34B — down 1% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AIT positions and 61 closed out — a net gain of 36 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was Jane Street, adding an estimated $84.4M. The largest seller was BlackRock, cutting an estimated $324M.

  • 540 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $8.34B of Applied Industrial Technologies stock for Q2 2025, down 1% quarter-over-quarter.
  • 97 funds opened new Applied Industrial Technologies positions in Q2 2025 and 61 closed out, a net change of +36 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2025 was Jane Street, an estimated $84.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2025 was BlackRock, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2025.