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Applied Industrial Technologies

563 hedge funds and large institutions have $9.01B invested in Applied Industrial Technologies in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 178 increasing their positions, 214 reducing their positions, and 58 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: $9.12B → $9.01B (-$107M)

17% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 214

Holders
563
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
RPGK
426
Retirement Planning Group (Kansas)
Kansas
$239K
HAG
427
HighPoint Advisor Group
Illinois
$239K
TPI
428
Trust Point Inc
Wisconsin
$239K
ETC
429
Exchange Traded Concepts
Oklahoma
$238K
HSA
430
HBK Sorce Advisory
Pennsylvania
$236K
RFC
431
Regions Financial Corp
Alabama
$235K
BCMLT
432
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K
DTL
433
Dynamic Technology Lab
Singapore
$232K
RGF
434
Retirement Guys Formula
Ohio
$228K
BRWA
435
B. Riley Wealth Advisors
Florida
$225K
BWP
436
Balboa Wealth Partners
Arizona
$225K
FI
437
Finivi Inc
Massachusetts
$223K
MYAM
438
Meiji Yasuda Asset Management
Japan
$222K
MAP
439
Moody Aldrich Partners
Massachusetts
$220K
OWM
440
OneAscent Wealth Management
Alabama
$220K
DOA
441
D'Orazio & Associates
Virginia
$217K
VCP
442
Verus Capital Partners
Arizona
$214K
SWP
443
Stratos Wealth Partners
Ohio
$214K
UCFA
444
United Capital Financial Advisors
Texas
$213K
BBPWM
445
Blue Bell Private Wealth Management
Pennsylvania
$212K
AFG
446
Atomi Financial Group
New York
$211K
PA
447
Profund Advisors
Maryland
$208K
AWM
448
Apollon Wealth Management
South Carolina
$207K
BIG
449
Brooklyn Investment Group
New York
$205K
AA
450
Advisory Advocates
Michigan
$204K