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Applied Industrial Technologies

539 hedge funds and large institutions have $9.1B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 94.22%92.36% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 210

Holders
539
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.5M
Puts
$5.43M
Net Calls
Net Calls Change

Top Sellers

1 -$68.9M
2 -$62.5M
3 -$61.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
401
Marshall Wace
United Kingdom
$269K
GCM
402
Gallacher Capital Management
Colorado
$263K
IWC
403
Integrated Wealth Concepts
Massachusetts
$261K
FPW
404
Fairvoy Private Wealth
Alabama
$261K
CWM
405
Centurion Wealth Management
Virginia
$261K
OQS
406
Occudo Quantitative Strategies
Florida
$260K
SF
407
Summit Financial
New Jersey
$259K
NP
408
NorthRock Partners
Minnesota
$259K
EI
409
Ellevest Inc
New York
$254K
TPCW
410
TD Private Client Wealth
New York
$254K
ATC
411
Argent Trust Co
Tennessee
$252K
FTWA
412
Fifth Third Wealth Advisors
Ohio
$249K
CAM
413
Claret Asset Management
Quebec, Canada
$248K
SC
414
Savant Capital
Illinois
$246K
RPGK
415
Retirement Planning Group (Kansas)
Kansas
$244K
HWM
416
HB Wealth Management
Georgia
$243K
OWM
417
OneAscent Wealth Management
Alabama
$239K
HAG
418
HighPoint Advisor Group
Illinois
$239K
IB
419
Intrust Bank
Kansas
$239K
ATPW
420
Ashton Thomas Private Wealth
Arizona
$238K
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$237K
M&T Bank
422
M&T Bank
New York
$236K
RFC
423
Regions Financial Corp
Alabama
$235K
PA
424
Profund Advisors
Maryland
$232K
RGF
425
Retirement Guys Formula
Ohio
$232K