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Applied Industrial Technologies

511 hedge funds and large institutions have $8.42B invested in Applied Industrial Technologies in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 213 increasing their positions, 158 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 158

31% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.7M

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

2% more funds holding

Funds holding: 499511 (+12)

1.73% more ownership

Funds ownership: 93.6%95.32% (+1.7%)

2% less capital invested

Capital invested by funds: $8.62B → $8.42B (-$197M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
77
Increased
213
Reduced
158
Closed
59
Calls
$20.5M
Puts
$15.7M
Net Calls
+$4.84M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
426
Edmond de Rothschild Holding
Switzerland
$79.8K -$14.3K -58 -14%
NA
427
NewEdge Advisors
Louisiana
$77.1K -$594K -2,409 -88%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$76.2K -$21.9K -89 -19%
CMBA
429
C.M. Bidwell & Associates
Hawaii
$75.5K -$1.23K -5 -1%
KIG
430
Kessler Investment Group
Indiana
$72.8K
HNB
431
Huntington National Bank
Ohio
$51.6K +$10.6K +43 +23%
VIS
432
Vega Investment Solutions
France
$49.1K +$53.7K +218 New
OAM
433
Ostrum Asset Management
France
$49.1K -$66.5K -270 -55%
CA
434
Clearstead Advisors
Ohio
$48.4K +$3.94K +16 +8%
FHA
435
First Horizon Advisors
Tennessee
$48.4K +$12.6K +51 +31%
SW
436
SVB Wealth
Massachusetts
$48K +$52.5K +213 New
C
437
Covestor
United Kingdom
$42K
OWA
438
Opal Wealth Advisors
New York
$40.6K +$44.4K +180 New
TFA
439
Toth Financial Advisory
Virginia
$39.4K
PA
440
Parallel Advisors
California
$38.8K -$7.89K -32 -16%
ACM
441
Aster Capital Management
United Arab Emirates
$38.1K +$37.5K +152 New
WF
442
Wayfinding Financial
Washington
$38K +$41.6K +169 New
HIA
443
Harbor Investment Advisory
Maryland
$36.1K +$19.5K +79 +98%
Nomura Asset Management
444
Nomura Asset Management
Japan
$33.8K
SS
445
SBI Securities
Japan
$31.5K -$10.4K -42 -23%
JSAM
446
J. Safra Asset Management
New York
$31.1K +$2.22K +9 +7%
ST
447
Smithfield Trust
Pennsylvania
$30K
VSQM
448
V-Square Quantitative Management
Illinois
$30K
RA
449
Rise Advisors
New York
$29.9K +$17.3K +70 +111%
MAM
450
Meeder Asset Management
Ohio
$29.3K

AIT Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2025, worth a combined $8.42B — down 2.3% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AIT positions and 59 closed out — a net gain of 18 holders — while 213 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $88.1M. The largest seller was Fidelity Investments, cutting an estimated $60.1M.

  • 511 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2025, up from 499 in Q4 2024.
  • Funds reported $8.42B of Applied Industrial Technologies stock for Q1 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new Applied Industrial Technologies positions in Q1 2025 and 59 closed out, a net change of +18 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2025 was AllianceBernstein, an estimated $88.1M added.
  • The largest Applied Industrial Technologies seller in Q1 2025 was Fidelity Investments, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2025.