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Applied Industrial Technologies

554 hedge funds and large institutions have $8.97B invested in Applied Industrial Technologies in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 213 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $9.1B → $8.97B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 213

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$5.96M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
301
Sequoia Financial Advisors
Ohio
$815K
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$800K
Corient Private Wealth
303
Corient Private Wealth
Florida
$782K
KIM
304
Kestra Investment Management
Texas
$781K
STA
305
Summit Trail Advisors
New York
$769K
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$762K
LAM
307
L2 Asset Management
Massachusetts
$734K
EPW
308
Evolve Private Wealth
California
$732K
Osaic Holdings
309
Osaic Holdings
Arizona
$720K
M&T Bank
310
M&T Bank
New York
$715K
SAM
311
Securian Asset Management
Minnesota
$714K
AV
312
Alamea Verwaltungs
New Jersey
$706K
BWM
313
Base Wealth Management
Florida
$696K
A
314
AlphaQuest
New York
$691K
TM
315
Taproot Management
New York
$685K
QC
316
Quadrature Capital
United Kingdom
$672K
FGP
317
Freestone Grove Partners
California
$672K
DCM
318
Delta Capital Management
New Jersey
$630K
CCM
319
Coldstream Capital Management
Washington
$623K
FCM
320
Fieldview Capital Management
Michigan
$619K
NA
321
Navellier & Associates
Nevada
$616K
GPWA
322
Gaddis Premier Wealth Advisors
Oklahoma
$608K
DWM
323
Dakota Wealth Management
Florida
$604K
ECM
324
Evergreen Capital Management
Washington
$596K
FC
325
FCA Corp
Texas
$592K