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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
OIA
376
OneDigital Investment Advisors
Kansas
$327K +$61.6K +271 +24%
SCM
377
Shelton Capital Management
Colorado
$319K -$8.42K -37 -3%
FHWM
378
Fox Hill Wealth Management
Massachusetts
$318K -$6.82K -30 -2%
GCM
379
Gallacher Capital Management
Colorado
$317K +$310K +1,364 New
Jones Financial Companies
380
Jones Financial Companies
Missouri
$316K -$24.8K -109 -7%
Focus Partners Wealth
381
Focus Partners Wealth
Massachusetts
$311K -$455 -2 -0.1%
DS
382
DRW Securities
Illinois
$309K +$302K +1,329 New
FT
383
Fiduciary Trust
Massachusetts
$301K +$294K +1,293 New
VA
384
Vident Advisory
Georgia
$300K +$52.3K +230 +22%
GCP
385
GSA Capital Partners
United Kingdom
$300K +$293K +1,290 New
GC
386
Guggenheim Capital
Illinois
$299K -$103K -454 -26%
P
387
&Partners
Tennessee
$296K +$48.2K +212 +19%
FTWA
388
Fifth Third Wealth Advisors
Ohio
$295K +$910 +4 +0.3%
KAS
389
Kestra Advisory Services
Texas
$288K +$12.1K +53 +4%
SWP
390
Stratos Wealth Partners
Ohio
$288K -$4.55K -20 -2%
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$287K
SOW
392
State of Wyoming
Wyoming
$286K +$280K +1,232 New
CI
393
CX Institutional
Indiana
$282K -$23.9K -105 -8%
LWAM
394
Legacy Wealth Asset Management
Minnesota
$268K +$262K +1,154 New
GIA
395
GHP Investment Advisors
Colorado
$266K
CTC
396
Central Trust Company
Missouri
$264K
KBC Group
397
KBC Group
Belgium
$261K -$144K -631 -36%
IA
398
IFP Advisors
Florida
$261K -$17.5K -77 -7%
AWM
399
AE Wealth Management
Kansas
$259K -$12.1K -53 -5%
CIM
400
Cambria Investment Management
California
$258K

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.