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Applied Industrial Technologies
AIT

Overview Fund Activity

506 hedge funds and large institutions have $8.32B invested in Applied Industrial Technologies in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
76
Increased
212
Reduced
156
Closed
57
Calls
$20.5M
Puts
$15.7M
Net Calls
+$4.85M
Net Calls Change
-$2.89M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$98.4M
2
First Trust Advisors
First Trust Advisors
Illinois
$172M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
$52.4M
4
Millennium Management
Millennium Management
New York
$72.3M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$136M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$315M
2
Capital Research Global Investors
Capital Research Global Investors
California
$75.3M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$210M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$220M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
376
Balboa Wealth Partners
Arizona
$244K +$34.3K +152 +16%
ASN
377
Advisory Services Network
Georgia
$242K +$6.54K +29 +3%
IB
378
Intrust Bank
Kansas
$242K -$37.4K -166 -13%
AWM
379
Axxcess Wealth Management
California
$241K – – –
MGIA
380
Moneta Group Investment Advisors
Missouri
$240K -$3.16K -14 -1%
LA
381
LBP AM
France
$240K +$240K +1,063 New
VA
382
Vident Advisory
Georgia
$239K +$239K +1,062 New
TPI
383
Trust Point Inc
Wisconsin
$239K -$676 -3 -0.3%
IA
384
IFP Advisors
Florida
$235K +$136K +605 +138%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$231K +$4.96K +22 +2%
FPW
386
Fairvoy Private Wealth
Alabama
$225K – – –
SAW
387
Signal Advisors Wealth
Michigan
$225K +$225K +1,000 New
FWM
388
Foguth Wealth Management
Michigan
$225K +$225K +1,000 New
FFM
389
Forum Financial Management
Illinois
$222K +$676 +3 +0.3%
DFP
390
Defined Financial Planning
California
$221K – – –
OFS
391
OneAscent Financial Services
Alabama
$219K -$17.1K -75 -7%
OR
392
Olympiad Research
Connecticut
$218K +$218K +969 New
KWA
393
Kingswood Wealth Advisors
California
$216K -$266K -1,179 -55%
PCP
394
Perbak Capital Partners
United Kingdom
$214K +$214K +951 New
SW
395
SkyOak Wealth
Michigan
$213K +$213K +947 New
AWS
396
Atria Wealth Solutions
New York
$213K +$213K +946 New
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$213K +$4.72K +21 +2%
UCFA
398
United Capital Financial Advisors
Texas
$210K -$2.48K -11 -1%
RGF
399
Retirement Guys Formula
Ohio
$208K -$2.93K -13 -1%
OWM
400
OneAscent Wealth Management
Alabama
$207K +$207K +918 New
14 15
16
17 18