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Applied Industrial Technologies

554 hedge funds and large institutions have $8.97B invested in Applied Industrial Technologies in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 213 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: $9.1B → $8.97B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 213

Holders
554
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
RFC
426
Regions Financial Corp
Alabama
$235K
BCMLT
427
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K
DTL
428
Dynamic Technology Lab
Singapore
$232K
RGF
429
Retirement Guys Formula
Ohio
$228K
BRWA
430
B. Riley Wealth Advisors
Florida
$225K
BWP
431
Balboa Wealth Partners
Arizona
$225K
FI
432
Finivi Inc
Massachusetts
$223K
MYAM
433
Meiji Yasuda Asset Management
Japan
$222K
MAP
434
Moody Aldrich Partners
Massachusetts
$220K
OWM
435
OneAscent Wealth Management
Alabama
$220K
DOA
436
D'Orazio & Associates
Virginia
$217K
VCP
437
Verus Capital Partners
Arizona
$214K
SWP
438
Stratos Wealth Partners
Ohio
$214K
UCFA
439
United Capital Financial Advisors
Texas
$213K
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$212K
AFG
441
Atomi Financial Group
New York
$211K
PA
442
Profund Advisors
Maryland
$208K
AWM
443
Apollon Wealth Management
South Carolina
$207K
BIG
444
Brooklyn Investment Group
New York
$205K
KBFS
445
Kohmann Bosshard Financial Services
Ohio
$204K
KF
446
Krilogy Financial
Missouri
$204K
CA
447
Clearstead Advisors
Ohio
$196K
IA
448
IFP Advisors
Florida
$191K
PWPS
449
Pinnacle Wealth Planning Services
Ohio
$176K
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$165K