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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
SW
401
SkyOak Wealth
Michigan
$257K +$36.4K +160 +17%
TPCW
402
TD Private Client Wealth
New York
$254K -$1.36K -6 -0.5%
William Blair & Company
403
William Blair & Company
Illinois
$250K -$24.3K -107 -9%
AWM
404
Axxcess Wealth Management
California
$248K
MGIA
405
Moneta Group Investment Advisors
Missouri
$248K
PTC
406
Petrus Trust Company
Texas
$242K +$237K +1,042 New
PCM
407
Polymer Capital Management
New York
$242K +$236K +1,039 New
ATPW
408
Ashton Thomas Private Wealth
Arizona
$234K -$4.32K -19 -2%
FPW
409
Fairvoy Private Wealth
Alabama
$232K
SLAM
410
Swiss Life Asset Management
$231K +$226K +992 New
FFM
411
Forum Financial Management
Illinois
$229K +$227 +1 +0.1%
KWA
412
Kingswood Wealth Advisors
California
$224K +$682 +3 +0.3%
WI
413
WBI Investments
New Jersey
$224K +$219K +963 New
PAS
414
Point72 Asia (Singapore)
Singapore
$221K +$217K +952 New
OWM
415
OneAscent Wealth Management
Alabama
$217K +$3.18K +14 +2%
M&T Bank
416
M&T Bank
New York
$217K +$212K +932 New
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$216K -$4.32K -19 -2%
RGF
418
Retirement Guys Formula
Ohio
$216K +$682 +3 +0.3%
TPI
419
Trust Point Inc
Wisconsin
$215K -$30.9K -136 -13%
DOA
420
D'Orazio & Associates
Virginia
$212K +$1.59K +7 +0.8%
MYAM
421
Meiji Yasuda Asset Management
Japan
$212K
BAM
422
Blueshift Asset Management
New Jersey
$211K -$184K -811 -47%
BCMLT
423
Beacon Capital Management LLC (Tennessee)
Tennessee
$210K +$455 +2 +0.2%
RFC
424
Regions Financial Corp
Alabama
$208K +$203K +893 New
PA
425
Profund Advisors
Maryland
$205K -$175K -770 -47%

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.