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Applied Industrial Technologies

555 hedge funds and large institutions have $9.12B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $5.43M

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $8.34B → $9.12B (+$785M)

3% more funds holding

Funds holding: 540555 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.64% less ownership

Funds ownership: 94.27%92.62% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 212

Holders
555
Holders Change
+15
Holders Change %
+2.78%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
85
Increased
187
Reduced
212
Closed
65
Calls
$23.5M
Puts
$5.43M
Net Calls
+$18M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
401
Cambria Investment Management
California
$290K
CTC
402
Central Trust Company
Missouri
$287K -$9.18K -35 -3%
FFM
403
Forum Financial Management
Illinois
$283K +$26.5K +101 +10%
MGIA
404
Moneta Group Investment Advisors
Missouri
$283K +$4.72K +18 +2%
BAM
405
Blueshift Asset Management
New Jersey
$282K +$45.7K +174 +19%
AWM
406
Axxcess Wealth Management
California
$279K
SAM
407
Shell Asset Management
Netherlands
$271K -$354K -1,348 -56%
TPI
408
Trust Point Inc
Wisconsin
$270K +$28.9K +110 +12%
Marshall Wace
409
Marshall Wace
United Kingdom
$269K +$271K +1,032 New
GCM
410
Gallacher Capital Management
Colorado
$263K -$93.4K -356 -26%
IWC
411
Integrated Wealth Concepts
Massachusetts
$261K +$262K +1,000 New
FPW
412
Fairvoy Private Wealth
Alabama
$261K
CWM
413
Centurion Wealth Management
Virginia
$261K +$262K +1,000 New
OQS
414
Occudo Quantitative Strategies
Florida
$260K -$1.07M -4,077 -80%
SF
415
Summit Financial
New Jersey
$259K +$261K +994 New
NP
416
NorthRock Partners
Minnesota
$259K +$260K +992 New
EI
417
Ellevest Inc
New York
$254K +$256K +974 New
TPCW
418
TD Private Client Wealth
New York
$254K -$31.5K -120 -11%
SA
419
Sanctuary Advisors
Indiana
$252K +$254K +967 New
ATC
420
Argent Trust Co
Tennessee
$252K +$253K +966 New
FTWA
421
Fifth Third Wealth Advisors
Ohio
$249K -$82.1K -313 -25%
CAM
422
Claret Asset Management
Quebec, Canada
$248K +$249K +950 New
RPGK
423
Retirement Planning Group (Kansas)
Kansas
$244K +$246K +936 New
HWM
424
HB Wealth Management
Georgia
$243K +$245K +932 New
OWM
425
OneAscent Wealth Management
Alabama
$239K -$4.72K -18 -2%

AIT Hedge Fund Activity: Q3 2025 in Review

555 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2025, worth a combined $9.12B — up 9.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AIT positions and 65 closed out — a net gain of 20 holders — while 187 added to existing stakes and 212 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $201M. The largest seller was Dundas Partners, cutting an estimated $69.3M.

  • 555 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2025, up from 540 in Q2 2025.
  • Funds reported $9.12B of Applied Industrial Technologies stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 85 funds opened new Applied Industrial Technologies positions in Q3 2025 and 65 closed out, a net change of +20 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2025 was Capital International Investors, an estimated $201M added.
  • The largest Applied Industrial Technologies seller in Q3 2025 was Dundas Partners, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2025.