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Applied Industrial Technologies

555 hedge funds and large institutions have $9.12B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $5.43M

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $8.34B → $9.12B (+$785M)

3% more funds holding

Funds holding: 540555 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.64% less ownership

Funds ownership: 94.27%92.62% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 212

Holders
555
Holders Change
+15
Holders Change %
+2.78%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
85
Increased
187
Reduced
212
Closed
65
Calls
$23.5M
Puts
$5.43M
Net Calls
+$18M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$476K +$252K +962 +72%
Aviva
352
Aviva
United Kingdom
$474K -$61.1K -233 -11%
JIR
353
James Investment Research
Ohio
$472K +$54.3K +207 +13%
GAA
354
Global Assets Advisory
Florida
$471K +$473K +1,804 New
SLAM
355
Swiss Life Asset Management
$458K +$200K +763 +77%
VCM
356
Voleon Capital Management
California
$453K +$456K +1,736 New
CG
357
Cynosure Group
Utah
$451K
P
358
Pitcairn
Pennsylvania
$447K -$85.8K -327 -16%
OC
359
Oppenheimer & Co
New York
$442K -$79.5K -303 -15%
KIM
360
Kestra Investment Management
Texas
$441K +$443K +1,689 New
SC
361
Sapient Capital
Indiana
$440K
SCA
362
Snowden Capital Advisors
New York
$436K -$14.2K -54 -3%
CIA
363
Concurrent Investment Advisors
Florida
$430K +$38.3K +146 +10%
CAM
364
Cresset Asset Management
Illinois
$423K +$21.5K +82 +5%
ASN
365
Advisory Services Network
Georgia
$415K +$95.5K +364 +30%
FAM
366
Fred Alger Management
New York
$400K +$403K +1,534 New
GI
367
GAMMA Investing
California
$399K +$20.2K +77 +5%
OIA
368
OneDigital Investment Advisors
Kansas
$399K +$32.5K +124 +9%
EF
369
Empowered Funds
Pennsylvania
$372K -$1.05K -4 -0.3%
SWM
370
Sendero Wealth Management
Texas
$372K
HC
371
Henshaw Capital
Massachusetts
$371K -$1.01M -3,857 -73%
Jones Financial Companies
372
Jones Financial Companies
Missouri
$369K +$11.8K +45 +3%
OIS
373
OneAscent Investment Solutions
Alabama
$362K -$81.9K -312 -18%
WCA
374
Waratah Capital Advisors
Ontario, Canada
$362K +$363K +1,385 New
SCM
375
Shelton Capital Management
Colorado
$359K

AIT Hedge Fund Activity: Q3 2025 in Review

555 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2025, worth a combined $9.12B — up 9.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AIT positions and 65 closed out — a net gain of 20 holders — while 187 added to existing stakes and 212 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $201M. The largest seller was Dundas Partners, cutting an estimated $69.3M.

  • 555 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2025, up from 540 in Q2 2025.
  • Funds reported $9.12B of Applied Industrial Technologies stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 85 funds opened new Applied Industrial Technologies positions in Q3 2025 and 65 closed out, a net change of +20 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2025 was Capital International Investors, an estimated $201M added.
  • The largest Applied Industrial Technologies seller in Q3 2025 was Dundas Partners, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2025.