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Applied Industrial Technologies

551 hedge funds and large institutions have $9.12B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 185 increasing their positions, 211 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)

1.64% less ownership

Funds ownership: 94.23%92.59% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 211

Holders
551
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 -$69.3M
2 -$62.8M
3 -$62M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$58.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
401
Forum Financial Management
Illinois
$283K
MGIA
402
Moneta Group Investment Advisors
Missouri
$283K
BAM
403
Blueshift Asset Management
New Jersey
$282K
AWM
404
Axxcess Wealth Management
California
$279K
SAM
405
Shell Asset Management
Netherlands
$271K
TPI
406
Trust Point Inc
Wisconsin
$270K
Marshall Wace
407
Marshall Wace
United Kingdom
$269K
GCM
408
Gallacher Capital Management
Colorado
$263K
IWC
409
Integrated Wealth Concepts
Massachusetts
$261K
FPW
410
Fairvoy Private Wealth
Alabama
$261K
CWM
411
Centurion Wealth Management
Virginia
$261K
OQS
412
Occudo Quantitative Strategies
Florida
$260K
SF
413
Summit Financial
New Jersey
$259K
NP
414
NorthRock Partners
Minnesota
$259K
EI
415
Ellevest Inc
New York
$254K
TPCW
416
TD Private Client Wealth
New York
$254K
SA
417
Sanctuary Advisors
Indiana
$252K
ATC
418
Argent Trust Co
Tennessee
$252K
FTWA
419
Fifth Third Wealth Advisors
Ohio
$249K
CAM
420
Claret Asset Management
Quebec, Canada
$248K
RPGK
421
Retirement Planning Group (Kansas)
Kansas
$244K
HWM
422
HB Wealth Management
Georgia
$243K
OWM
423
OneAscent Wealth Management
Alabama
$239K
HAG
424
HighPoint Advisor Group
Illinois
$239K
IB
425
Intrust Bank
Kansas
$239K