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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
BAM
351
Bullseye Asset Management
Colorado
$304K
WS
352
Wedbush Securities
California
$303K -$46.3K -188 -12%
Focus Partners Wealth
353
Focus Partners Wealth
Massachusetts
$302K +$14.3K +58 +5%
PCM
354
Prelude Capital Management
New York
$298K +$326K +1,324 New
CI
355
CX Institutional
Indiana
$297K +$325K +1,320 New
Walleye Capital
356
Walleye Capital
New York
$296K -$1.03M -4,172 -76%
HIS
357
Harvest Investment Services
Illinois
$290K +$318K +1,289 New
Ohio Public Employees Retirement System (OPERS)
358
Ohio Public Employees Retirement System (OPERS)
Ohio
$290K +$3.45K +14 +1%
FTWA
359
Fifth Third Wealth Advisors
Ohio
$285K +$739 +3 +0.2%
SWP
360
Stratos Wealth Partners
Ohio
$284K +$99.1K +402 +47%
Man Group
361
Man Group
United Kingdom
$280K -$195K -792 -39%
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
$278K +$6.65K +27 +2%
AB
363
ANB Bank
Colorado
$277K +$3.45K +14 +1%
HFM
364
Harvest Fund Management
China
$268K -$1.01M -4,095 -77%
KAS
365
Kestra Advisory Services
Texas
$267K -$30.3K -123 -9%
William Blair & Company
366
William Blair & Company
Illinois
$266K +$25.4K +103 +10%
AWM
367
AE Wealth Management
Kansas
$263K -$1.48K -6 -0.5%
D.E. Shaw & Co
368
D.E. Shaw & Co
New York
$262K -$283K -1,148 -50%
WC
369
Wexford Capital
Florida
$259K +$283K +1,148 New
GIA
370
GHP Investment Advisors
Colorado
$258K
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$257K +$41.9K +170 +18%
DC
372
Diametric Capital
Massachusetts
$257K +$281K +1,140 New
CTC
373
Central Trust Company
Missouri
$256K
OIA
374
OneDigital Investment Advisors
Kansas
$256K +$279K +1,134 New
FC
375
FORA Capital
Florida
$255K -$2.05M -8,322 -88%

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.