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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
IFG
401
Independent Financial Group
California
$210K +$8.13K +33 +4%
UCFA
402
United Capital Financial Advisors
Texas
$210K -$2.71K -11 -1%
RGF
403
Retirement Guys Formula
Ohio
$208K -$3.2K -13 -1%
OWM
404
OneAscent Wealth Management
Alabama
$207K +$226K +918 New
MYAM
405
Meiji Yasuda Asset Management
Japan
$206K -$7.89K -32 -3%
AHL
406
Abel Hall LLC
Louisiana
$205K +$225K +911 New
SCM
407
Stevens Capital Management
Pennsylvania
$205K +$225K +911 New
DOA
408
D'Orazio & Associates
Virginia
$204K +$1.73K +7 +0.8%
EWA
409
EverSource Wealth Advisors
Alabama
$204K +$62.4K +253 +39%
BCMLT
410
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K +$493 +2 +0.2%
AIP
411
Arrowpoint Investment Partners
Singapore
$198K +$217K +879 New
Simplex Trading
412
Simplex Trading
Illinois
$196K +$214K +870 New
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$188K +$206K +834 New
FFA
414
Farther Finance Advisors
California
$145K +$23.7K +96 +18%
CIM
415
Contravisory Investment Management
Massachusetts
$132K -$362K -1,470 -71%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$132K
CIAM
417
Caitong International Asset Management
Hong Kong
$119K -$16.5K -67 -11%
UB
418
UMB Bank
Missouri
$116K +$73.7K +299 +138%
EIM
419
Essex Investment Management
Massachusetts
$114K
VCM
420
Versant Capital Management
Arizona
$103K +$18.5K +75 +20%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$101K +$60.6K +246 +121%
SS
422
Sunbelt Securities
Texas
$90.8K +$99.3K +403 New
S
423
SignatureFD
Georgia
$85.6K +$87.7K +356 +1,483%
Optiver Holding
424
Optiver Holding
Netherlands
$85.6K +$93.6K +380 New
LC
425
Lindbrook Capital
California
$83.8K +$51.3K +208 +127%

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.