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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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$29.3K +$10.8K +44 +51%
KFI
452
Key Financial Inc
Pennsylvania
$25.9K
PS
453
Principal Securities
Iowa
$25.6K
TCM
454
TD Capital Management
Tennessee
$23.1K
DB
455
Danske Bank
Denmark
$22.5K
SAM
456
Smartleaf Asset Management
Massachusetts
$21K -$13.6K -55 -37%
PSFG
457
Park Square Financial Group
Georgia
$20.3K
BIG
458
Brooklyn Investment Group
New York
$18.9K +$2.46K +10 +14%
NC
459
NewSquare Capital
Pennsylvania
$16.2K +$17.3K +70 +3,500%
RIL
460
Rothschild Investment LLC
Illinois
$15.1K +$5.17K +21 +46%
BIA
461
Bell Investment Advisors
California
$13.7K
GFPC
462
Global Financial Private Client
Florida
$11.7K +$12.3K +50 +2,500%
JWA
463
JFS Wealth Advisors
Pennsylvania
$11.3K -$4.68K -19 -28%
SIM
464
Synergy Investment Management
Florida
$10.2K -$246 -1 -2%
SCM
465
Sterling Capital Management
North Carolina
$9.01K +$246 +1 +3%
QL
466
Quarry LP
New York
$8.79K -$42.4K -172 -82%
AF
467
Allworth Financial
California
$8.61K +$4.68K +19 +112%
PWMG
468
Private Wealth Management Group
New Jersey
$8.34K
HWM
469
Hemington Wealth Management
Virginia
$8K +$2.71K +11 +41%
LI
470
LRI Investments
Florida
$7.05K
HCP
471
Hexagon Capital Partners
Arkansas
$6.54K
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$6.08K +$2.96K +12 +80%
HNW
473
High Note Wealth
Minnesota
$5.63K
MAFA
474
MJT & Associates Financial Advisory
Minnesota
$4.96K +$5.42K +22 New
WWM
475
Wolff Wiese Magana
California
$4.51K

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.