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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
SWM
301
Spire Wealth Management
Virginia
$783K +$39.6K +151 +5%
SIG
302
Stonegate Investment Group
Alabama
$783K
PAS
303
Park Avenue Securities
New York
$782K +$60.9K +232 +8%
SOW
304
State of Wyoming
Wyoming
$776K +$456K +1,739 +141%
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$757K +$2.1K +8 +0.3%
QCM
306
Quantinno Capital Management
New York
$756K +$188K +716 +33%
PIM
307
Penobscot Investment Management
Massachusetts
$752K
SAM
308
Securian Asset Management
Minnesota
$752K
LCM
309
Legato Capital Management
California
$749K
MPM
310
Meritage Portfolio Management
Kansas
$718K -$384K -1,464 -35%
TC
311
TwinBeech Capital
New York
$706K -$12M -45,835 -94%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$697K +$183K +699 +35%
SFA
313
Sequoia Financial Advisors
Ohio
$693K +$168K +641 +32%
STA
314
Summit Trail Advisors
New York
$687K +$460K +1,755 +200%
DekaBank Deutsche Girozentrale
315
DekaBank Deutsche Girozentrale
Germany
$687K
WI
316
WBI Investments
New Jersey
$686K +$437K +1,666 +173%
Corient Private Wealth
317
Corient Private Wealth
Florida
$678K -$187K -711 -21%
BWM
318
Base Wealth Management
Florida
$666K +$19.9K +76 +3%
FC
319
FCA Corp
Texas
$648K +$41.5K +158 +7%
CCM
320
Coldstream Capital Management
Washington
$648K +$47.2K +180 +8%
D.E. Shaw & Co
321
D.E. Shaw & Co
New York
$646K -$16.5M -62,860 -96%
DCM
322
Delta Capital Management
New Jersey
$641K -$26.2K -100 -4%
AI
323
Atria Investments
North Carolina
$639K -$61.7K -235 -9%
LA
324
Lindenwold Advisors
Pennsylvania
$628K +$6.04K +23 +1%
FCM
325
Fieldview Capital Management
Michigan
$626K +$629K +2,398 New

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.