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Applied Industrial Technologies

557 hedge funds and large institutions have $8.98B invested in Applied Industrial Technologies in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 213 reducing their positions, and 57 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $9.1B → $8.98B (-$117M)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 213

Holders
557
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
$11.7M
Puts
$5.96M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$284K
CTC
402
Central Trust Company
Missouri
$283K
FFM
403
Forum Financial Management
Illinois
$279K
AWM
404
Axxcess Wealth Management
California
$274K
MGIA
405
Moneta Group Investment Advisors
Missouri
$274K
CIM
406
Cambria Investment Management
California
$273K
1C
407
111 Capital
France
$272K
P
408
&Partners
Tennessee
$270K
PCM
409
Prelude Capital Management
New York
$270K
SF
410
Summit Financial
New Jersey
$258K
CWM
411
Centurion Wealth Management
Virginia
$257K
FPW
412
Fairvoy Private Wealth
Alabama
$257K
GCM
413
Gallacher Capital Management
Colorado
$256K
IB
414
Intrust Bank
Kansas
$256K
VT
415
Vise Technologies
New York
$255K
FC
416
FORA Capital
Florida
$254K
TPCW
417
TD Private Client Wealth
New York
$250K
ATC
418
Argent Trust Co
Tennessee
$248K
TSS
419
Two Sigma Securities
New York
$246K
CAM
420
Claret Asset Management
Quebec, Canada
$243K
FTWA
421
Fifth Third Wealth Advisors
Ohio
$242K
ATPW
422
Ashton Thomas Private Wealth
Arizona
$240K
RPGK
423
Retirement Planning Group (Kansas)
Kansas
$239K
HAG
424
HighPoint Advisor Group
Illinois
$239K
TPI
425
Trust Point Inc
Wisconsin
$239K