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Applied Industrial Technologies

557 hedge funds and large institutions have $8.98B invested in Applied Industrial Technologies in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 213 reducing their positions, and 57 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 → $8.98B (-$117M)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 213

Holders
557
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
KCM
301
Kanawha Capital Management
Virginia
$864K
AG
302
AIA Group
Hong Kong
$823K
SFA
303
Sequoia Financial Advisors
Ohio
$815K
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$800K
KIM
305
Kestra Investment Management
Texas
$781K
STA
306
Summit Trail Advisors
New York
$769K
Mackenzie Financial
307
Mackenzie Financial
Ontario, Canada
$762K
LAM
308
L2 Asset Management
Massachusetts
$734K
EPW
309
Evolve Private Wealth
California
$732K
Osaic Holdings
310
Osaic Holdings
Arizona
$720K
M&T Bank
311
M&T Bank
New York
$715K
SAM
312
Securian Asset Management
Minnesota
$714K
AV
313
Alamea Verwaltungs
New Jersey
$706K
BWM
314
Base Wealth Management
Florida
$696K
A
315
AlphaQuest
New York
$691K
TM
316
Taproot Management
New York
$685K
QC
317
Quadrature Capital
United Kingdom
$672K
FGP
318
Freestone Grove Partners
California
$672K
DCM
319
Delta Capital Management
New Jersey
$630K
CCM
320
Coldstream Capital Management
Washington
$623K
FCM
321
Fieldview Capital Management
Michigan
$619K
NA
322
Navellier & Associates
Nevada
$616K
GPWA
323
Gaddis Premier Wealth Advisors
Oklahoma
$608K
DWM
324
Dakota Wealth Management
Florida
$604K
ECM
325
Evergreen Capital Management
Washington
$596K