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Applied Industrial Technologies

535 hedge funds and large institutions have $8.33B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 194 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $8.32B → $8.33B (+$12.7M)

0.09% more ownership

Funds ownership: 94.13%94.22% (+0.09%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
535
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
$17.6M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$254K
William Blair & Company
402
William Blair & Company
Illinois
$250K
AWM
403
Axxcess Wealth Management
California
$248K
MGIA
404
Moneta Group Investment Advisors
Missouri
$248K
PTC
405
Petrus Trust Company
Texas
$242K
PCM
406
Polymer Capital Management
New York
$242K
ATPW
407
Ashton Thomas Private Wealth
Arizona
$234K
FPW
408
Fairvoy Private Wealth
Alabama
$232K
FFM
409
Forum Financial Management
Illinois
$229K
KWA
410
Kingswood Wealth Advisors
California
$224K
WI
411
WBI Investments
New Jersey
$224K
PAS
412
Point72 Asia (Singapore)
Singapore
$221K
OWM
413
OneAscent Wealth Management
Alabama
$217K
M&T Bank
414
M&T Bank
New York
$217K
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$216K
RGF
416
Retirement Guys Formula
Ohio
$216K
TPI
417
Trust Point Inc
Wisconsin
$215K
DOA
418
D'Orazio & Associates
Virginia
$212K
MYAM
419
Meiji Yasuda Asset Management
Japan
$212K
BAM
420
Blueshift Asset Management
New Jersey
$211K
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$210K
RFC
422
Regions Financial Corp
Alabama
$208K
PA
423
Profund Advisors
Maryland
$205K
STA
424
Summit Trail Advisors
New York
$204K
MCM
425
Monument Capital Management
Virginia
$203K