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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
HAG
426
HighPoint Advisor Group
Illinois
$239K +$240K +914 New
IB
427
Intrust Bank
Kansas
$239K +$240K +914 New
ATPW
428
Ashton Thomas Private Wealth
Arizona
$238K -$25.7K -98 -10%
BCMLT
429
Beacon Capital Management LLC (Tennessee)
Tennessee
$237K +$262 +1 +0.1%
M&T Bank
430
M&T Bank
New York
$236K -$7.35K -28 -3%
RFC
431
Regions Financial Corp
Alabama
$235K +$2.1K +8 +0.9%
PA
432
Profund Advisors
Maryland
$232K +$1.84K +7 +0.8%
RGF
433
Retirement Guys Formula
Ohio
$232K -$10.8K -41 -4%
MYAM
434
Meiji Yasuda Asset Management
Japan
$231K -$7.08K -27 -3%
IPW
435
Impact Partnership Wealth
Georgia
$230K +$231K +882 New
AIM
436
Alhambra Investment Management
Florida
$226K +$227K +867 New
SWP
437
Stratos Wealth Partners
Ohio
$226K -$97.9K -373 -30%
BRWA
438
B. Riley Wealth Advisors
Florida
$225K +$226K +862 New
AWM
439
Apollon Wealth Management
South Carolina
$224K +$225K +859 New
MAP
440
Moody Aldrich Partners
Massachusetts
$224K -$1.05K -4 -0.5%
CI Investments Inc
441
CI Investments Inc
Ontario, Canada
$223K -$19.4K -74 -8%
DOA
442
D'Orazio & Associates
Virginia
$221K -$17.8K -68 -7%
IA
443
IFP Advisors
Florida
$220K -$32.3K -123 -13%
FI
444
Finivi Inc
Massachusetts
$220K -$10.5K -40 -5%
AHL
445
Abel Hall LLC
Louisiana
$220K +$221K +842 New
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$217K
MCM
447
Monument Capital Management
Virginia
$213K -$14.7K -56 -6%
BWCS
448
Beirne Wealth Consulting Services
Connecticut
$209K +$209K +798 New
KBFS
449
Kohmann Bosshard Financial Services
Ohio
$208K +$209K +795 New
IFG
450
Independent Financial Group
California
$205K +$206K +787 New

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.