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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
OC
351
Oppenheimer & Co
New York
$464K +$454K +1,995 New
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$458K +$189K +831 +73%
SG Americas Securities
353
SG Americas Securities
New York
$444K -$354K -1,558 -45%
MYIA
354
Mount Yale Investment Advisors
Colorado
$442K -$35K -154 -7%
MSRPS
355
Maryland State Retirement & Pension System
Maryland
$430K +$421K +1,852 New
AWS
356
Atria Wealth Solutions
New York
$428K +$204K +895 +95%
Wealth Enhancement Advisory Services
357
Wealth Enhancement Advisory Services
Minnesota
$425K +$51.6K +227 +15%
LOAMU
358
Lombard Odier Asset Management (USA)
New York
$419K +$410K +1,804 New
Canada Pension Plan Investment Board
359
Canada Pension Plan Investment Board
Ontario, Canada
$418K +$91K +400 +29%
UAML
360
US Asset Management LLC
Pennsylvania
$413K
CAG
361
Csenge Advisory Group
Florida
$410K -$191K -841 -32%
CG
362
Cynosure Group
Utah
$401K +$56.2K +247 +17%
SCA
363
Snowden Capital Advisors
New York
$401K +$4.09K +18 +1%
SC
364
Sapient Capital
Indiana
$396K
OIS
365
OneAscent Investment Solutions
Alabama
$394K -$73.5K -323 -16%
JIR
366
James Investment Research
Ohio
$372K
HIS
367
Harvest Investment Services
Illinois
$370K +$69.1K +304 +24%
Polen Capital Management
368
Polen Capital Management
Florida
$364K -$4.46M -19,595 -93%
EWA
369
EverSource Wealth Advisors
Alabama
$362K +$148K +652 +72%
CAM
370
Cresset Asset Management
Illinois
$358K -$90.3K -397 -20%
CIA
371
Concurrent Investment Advisors
Florida
$349K +$20K +88 +6%
GI
372
GAMMA Investing
California
$338K +$9.33K +41 +3%
ASN
373
Advisory Services Network
Georgia
$333K +$34.8K +153 +14%
EF
374
Empowered Funds
Pennsylvania
$332K +$4.09K +18 +1%
SWM
375
Sendero Wealth Management
Texas
$331K

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.