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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
Mackenzie Financial
326
Mackenzie Financial
Ontario, Canada
$572K
IFU
327
iSAM Funds (UK)
United Kingdom
$563K +$551K +2,422 New
SAM
328
Shell Asset Management
Netherlands
$555K -$91.4K -402 -14%
CGH
329
Crossmark Global Holdings
Texas
$554K -$84.4K -371 -13%
WS
330
Wedbush Securities
California
$554K +$236K +1,038 +77%
LA
331
Lindenwold Advisors
Pennsylvania
$553K -$227 -1 -0%
SA
332
Sovran Advisors
California
$549K
Baird Financial Group
333
Baird Financial Group
Wisconsin
$549K +$148K +651 +38%
FC
334
FCA Corp
Texas
$540K +$21.2K +93 +4%
FIM
335
Freedom Investment Management
Connecticut
$537K +$6.82K +30 +1%
CCM
336
Coldstream Capital Management
Washington
$535K +$39.1K +172 +8%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$524K -$28K -123 -5%
MM
338
MQS Management
New York
$520K +$82.1K +361 +19%
SI
339
Sapience Investments
California
$518K
PCM
340
Prelude Capital Management
New York
$513K +$201K +884 +67%
VRS
341
Virginia Retirement Systems
Virginia
$508K -$864K -3,800 -63%
QCM
342
Quantinno Capital Management
New York
$507K +$63.7K +280 +15%
ECM
343
Evergreen Capital Management
Washington
$486K +$1.82K +8 +0.4%
Aviva
344
Aviva
United Kingdom
$477K -$125K -550 -21%
WG
345
Winton Group
United Kingdom
$476K +$466K +2,049 New
P
346
Pitcairn
Pennsylvania
$474K -$86.2K -379 -16%
SFA
347
Sequoia Financial Advisors
Ohio
$468K +$46.4K +204 +11%
URS
348
Utah Retirement Systems
Utah
$468K +$458K +2,014 New
AA
349
Ancora Advisors
Ohio
$465K
BOS
350
Bank of Stockton
California
$465K

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.