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Applied Industrial Technologies

540 hedge funds and large institutions have $8.34B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 61

48% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $11.9M

6% more funds holding

Funds holding: 511540 (+29)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

1% less capital invested

Capital invested by funds: $8.42B → $8.34B (-$85.9M)

1.06% less ownership

Funds ownership: 95.32%94.27% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
540
Holders Change
+29
Holders Change %
+5.68%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
197
Reduced
183
Closed
61
Calls
$17.6M
Puts
$11.9M
Net Calls
+$5.74M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Clearstead Advisors
Ohio
$75.3K +$24.8K +109 +51%
KIG
452
Kessler Investment Group
Indiana
$75.1K
HIA
453
Harbor Investment Advisory
Maryland
$74.6K +$36.6K +161 +101%
CMBA
454
C.M. Bidwell & Associates
Hawaii
$72.8K -$5K -22 -7%
HT
455
Headlands Technologies
Illinois
$71.8K +$70.3K +309 New
DB
456
Danske Bank
Denmark
$69.7K +$45.5K +200 +200%
PS
457
Principal Securities
Iowa
$65.3K +$39.6K +174 +163%
BIG
458
Brooklyn Investment Group
New York
$62.5K +$42.1K +185 +220%
NAAA
459
New Age Alpha Advisors
New York
$60.2K -$1.77M -7,801 -97%
QL
460
Quarry LP
New York
$60.2K +$50K +220 +564%
FHA
461
First Horizon Advisors
Tennessee
$50.4K +$455 +2 +0.9%
OWA
462
Opal Wealth Advisors
New York
$43.5K +$1.59K +7 +4%
PA
463
Parallel Advisors
California
$42.1K +$2.05K +9 +5%
TFA
464
Toth Financial Advisory
Virginia
$40.7K
C
465
Covestor
United Kingdom
$39K -$3.87K -17 -9%
MPW
466
MASECO Private Wealth
$35.3K +$34.6K +152 New
Nomura Asset Management
467
Nomura Asset Management
Japan
$34.9K
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$31.1K +$910 +4 +3%
ST
469
Smithfield Trust
Pennsylvania
$31K
VSQM
470
V-Square Quantitative Management
Illinois
$30.9K
RA
471
Rise Advisors
New York
$30.9K
HFS
472
Hantz Financial Services
Michigan
$30K +$27.8K +122 +2,033%
KFI
473
Key Financial Inc
Pennsylvania
$26.7K
VIS
474
Vega Investment Solutions
France
$26K -$24.1K -106 -49%
Optiver Holding
475
Optiver Holding
Netherlands
$25.8K -$61.2K -269 -71%

AIT Hedge Fund Activity: Q2 2025 in Review

540 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2025, worth a combined $8.34B — down 1% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AIT positions and 61 closed out — a net gain of 36 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was Jane Street, adding an estimated $84.4M. The largest seller was BlackRock, cutting an estimated $324M.

  • 540 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $8.34B of Applied Industrial Technologies stock for Q2 2025, down 1% quarter-over-quarter.
  • 97 funds opened new Applied Industrial Technologies positions in Q2 2025 and 61 closed out, a net change of +36 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2025 was Jane Street, an estimated $84.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2025 was BlackRock, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2025.