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Applied Industrial Technologies

496 hedge funds and large institutions have $8.62B invested in Applied Industrial Technologies in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 186 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+50
Holders Change %
+11.21%
% of All Funds
6.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
96
Increased
186
Reduced
152
Closed
35
Calls
$35.8M
Puts
$28.1M
Net Calls
+$7.73M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
376
Axxcess Wealth Management
California
$256K
TPI
377
Trust Point Inc
Wisconsin
$255K +$6.47K +27 +3%
ASN
378
Advisory Services Network
Georgia
$250K +$250K +1,045 New
OFS
379
OneAscent Financial Services
Alabama
$249K +$9.84K +41 +4%
TPCW
380
TD Private Client Wealth
New York
$244K
OF
381
Optimize Financial
California
$243K +$243K +1,015 New
ATPW
382
Ashton Thomas Private Wealth
Arizona
$241K -$33.3K -139 -12%
FPW
383
Fairvoy Private Wealth
Alabama
$239K +$239K +1,000 New
FFM
384
Forum Financial Management
Illinois
$235K
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$233K -$11K -46 -5%
DFP
386
Defined Financial Planning
California
$231K +$231K +965 New
STA
387
Summit Trail Advisors
New York
$229K -$179K -748 -44%
AC
388
AXQ Capital
New Jersey
$227K +$227K +949 New
MYAM
389
Meiji Yasuda Asset Management
Japan
$226K
UCFA
390
United Capital Financial Advisors
Texas
$226K +$226K +944 New
RGF
391
Retirement Guys Formula
Ohio
$225K +$3.35K +14 +2%
GI
392
GAMMA Investing
California
$223K +$21.3K +89 +11%
BWP
393
Balboa Wealth Partners
Arizona
$223K +$223K +933 New
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$222K +$86.5K +361 +64%
GS
395
GWN Securities
Florida
$220K +$220K +843 New
BCMLT
396
Beacon Capital Management LLC (Tennessee)
Tennessee
$216K +$240 +1 +0.1%
DOA
397
D'Orazio & Associates
Virginia
$215K +$215K +899 New
Rafferty Asset Management
398
Rafferty Asset Management
New York
$210K +$210K +878 New
M&T Bank
399
M&T Bank
New York
$208K -$34.7K -145 -14%
SWP
400
Stratos Wealth Partners
Ohio
$205K -$18.9K -79 -8%