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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
P
376
&Partners
Tennessee
$251K +$268K +1,088 New
CIM
377
Cambria Investment Management
California
$250K +$273K +1,109 New
TPCW
378
TD Private Client Wealth
New York
$248K +$20.2K +82 +8%
BWP
379
Balboa Wealth Partners
Arizona
$244K +$37.5K +152 +16%
ASN
380
Advisory Services Network
Georgia
$242K +$7.15K +29 +3%
IB
381
Intrust Bank
Kansas
$242K -$40.9K -166 -13%
AWM
382
Axxcess Wealth Management
California
$241K
MGIA
383
Moneta Group Investment Advisors
Missouri
$240K -$3.45K -14 -1%
LA
384
LBP AM
France
$240K +$262K +1,063 New
VA
385
Vident Advisory
Georgia
$239K +$262K +1,062 New
TPI
386
Trust Point Inc
Wisconsin
$239K -$739 -3 -0.3%
IA
387
IFP Advisors
Florida
$235K +$149K +605 +138%
ATPW
388
Ashton Thomas Private Wealth
Arizona
$231K +$5.42K +22 +2%
FPW
389
Fairvoy Private Wealth
Alabama
$225K
FWM
390
Foguth Wealth Management
Michigan
$225K +$246K +1,000 New
SAW
391
Signal Advisors Wealth
Michigan
$225K +$246K +1,000 New
FFM
392
Forum Financial Management
Illinois
$222K +$739 +3 +0.3%
DFP
393
Defined Financial Planning
California
$221K
OFS
394
OneAscent Financial Services
Alabama
$219K -$18.5K -75 -7%
OR
395
Olympiad Research
Connecticut
$218K +$239K +969 New
KWA
396
Kingswood Wealth Advisors
California
$216K -$291K -1,179 -55%
PCP
397
Perbak Capital Partners
United Kingdom
$214K +$234K +951 New
SW
398
SkyOak Wealth
Michigan
$213K +$233K +947 New
AWS
399
Atria Wealth Solutions
New York
$213K +$233K +946 New
CI Investments Inc
400
CI Investments Inc
Ontario, Canada
$213K +$5.17K +21 +2%

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.