We are live on ! Find out more
AIT icon

Applied Industrial Technologies

511 hedge funds and large institutions have $8.42B invested in Applied Industrial Technologies in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 213 increasing their positions, 158 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 158

31% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.7M

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

2% more funds holding

Funds holding: 499511 (+12)

1.73% more ownership

Funds ownership: 93.6%95.32% (+1.7%)

2% less capital invested

Capital invested by funds: $8.62B → $8.42B (-$197M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
77
Increased
213
Reduced
158
Closed
59
Calls
$20.5M
Puts
$15.7M
Net Calls
+$4.84M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
326
Sequoia Financial Advisors
Ohio
$408K +$92.2K +374 +26%
UAML
327
US Asset Management LLC
Pennsylvania
$400K -$10.6K -43 -2%
KBC Group
328
KBC Group
Belgium
$395K +$52.7K +214 +14%
GC
329
Guggenheim Capital
Illinois
$392K -$50.3K -204 -10%
BAM
330
Blueshift Asset Management
New Jersey
$387K +$423K +1,717 New
Baird Financial Group
331
Baird Financial Group
Wisconsin
$385K +$29.8K +121 +8%
SCA
332
Snowden Capital Advisors
New York
$384K +$112K +456 +37%
SC
333
Sapient Capital
Indiana
$384K
I
334
InceptionR
California
$376K +$411K +1,667 New
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$374K -$71.5K -290 -15%
PA
336
Profund Advisors
Maryland
$372K -$40.2K -163 -9%
TFS
337
Thoroughbred Financial Services
Tennessee
$367K
JIR
338
James Investment Research
Ohio
$361K -$40.7K -165 -9%
Wealth Enhancement Advisory Services
339
Wealth Enhancement Advisory Services
Minnesota
$338K +$55.7K +226 +18%
CG
340
Cynosure Group
Utah
$334K +$44.4K +180 +14%
Jones Financial Companies
341
Jones Financial Companies
Missouri
$332K +$33K +134 +10%
OQS
342
Occudo Quantitative Strategies
Florida
$329K +$360K +1,459 New
TC
343
TownSquare Capital
Utah
$328K +$87.7K +356 +32%
SWM
344
Sendero Wealth Management
Texas
$321K +$51.5K +209 +17%
CIA
345
Concurrent Investment Advisors
Florida
$319K +$348K +1,414 New
GI
346
GAMMA Investing
California
$318K +$118K +479 +51%
SCM
347
Shelton Capital Management
Colorado
$318K -$8.87K -36 -2%
EF
348
Empowered Funds
Pennsylvania
$318K +$348K +1,411 New
Canada Pension Plan Investment Board
349
Canada Pension Plan Investment Board
Ontario, Canada
$315K
FHWM
350
Fox Hill Wealth Management
Massachusetts
$315K -$9.37K -38 -3%

AIT Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2025, worth a combined $8.42B — down 2.3% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AIT positions and 59 closed out — a net gain of 18 holders — while 213 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $88.1M. The largest seller was Fidelity Investments, cutting an estimated $60.1M.

  • 511 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2025, up from 499 in Q4 2024.
  • Funds reported $8.42B of Applied Industrial Technologies stock for Q1 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new Applied Industrial Technologies positions in Q1 2025 and 59 closed out, a net change of +18 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2025 was AllianceBernstein, an estimated $88.1M added.
  • The largest Applied Industrial Technologies seller in Q1 2025 was Fidelity Investments, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2025.