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Applied Industrial Technologies

549 hedge funds and large institutions have $9.1B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 212 reducing their positions, and 66 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)

1.82% less ownership

Funds ownership: 94.22%92.41% (-1.8%)

13% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 212

Holders
549
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 -$68.9M
2 -$62.5M
3 -$61.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Blueshift Asset Management
New Jersey
$282K
AWM
402
Axxcess Wealth Management
California
$279K
SAM
403
Shell Asset Management
Netherlands
$271K
TPI
404
Trust Point Inc
Wisconsin
$270K
Marshall Wace
405
Marshall Wace
United Kingdom
$269K
GCM
406
Gallacher Capital Management
Colorado
$263K
IWC
407
Integrated Wealth Concepts
Massachusetts
$261K
FPW
408
Fairvoy Private Wealth
Alabama
$261K
CWM
409
Centurion Wealth Management
Virginia
$261K
OQS
410
Occudo Quantitative Strategies
Florida
$260K
SF
411
Summit Financial
New Jersey
$259K
NP
412
NorthRock Partners
Minnesota
$259K
EI
413
Ellevest Inc
New York
$254K
TPCW
414
TD Private Client Wealth
New York
$254K
SA
415
Sanctuary Advisors
Indiana
$252K
ATC
416
Argent Trust Co
Tennessee
$252K
FTWA
417
Fifth Third Wealth Advisors
Ohio
$249K
CAM
418
Claret Asset Management
Quebec, Canada
$248K
SC
419
Savant Capital
Illinois
$246K
RPGK
420
Retirement Planning Group (Kansas)
Kansas
$244K
HWM
421
HB Wealth Management
Georgia
$243K
OWM
422
OneAscent Wealth Management
Alabama
$239K
HAG
423
HighPoint Advisor Group
Illinois
$239K
IB
424
Intrust Bank
Kansas
$239K
ATPW
425
Ashton Thomas Private Wealth
Arizona
$238K