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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
UCFA
451
United Capital Financial Advisors
Texas
$205K +$206K +786 New
AFG
452
Atomi Financial Group
New York
$205K +$206K +785 New
VT
453
Vise Technologies
New York
$204K +$205K +782 New
BWP
454
Balboa Wealth Partners
Arizona
$204K +$205K +781 New
FC
455
FORA Capital
Florida
$200K -$734K -2,796 -78%
TSMHT
456
Thurston Springer Miller Herd & Titak
Indiana
$172K -$1.67M -6,375 -91%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$170K +$11.8K +45 +7%
DZ Bank
458
DZ Bank
Germany
$153K +$61.7K +235 +67%
SG Americas Securities
459
SG Americas Securities
New York
$142K -$358K -1,366 -72%
AAP
460
Arax Advisory Partners
Colorado
$140K +$141K +537 New
UB
461
UMB Bank
Missouri
$137K -$262 -1 -0.2%
CIM
462
Contravisory Investment Management
Massachusetts
$136K -$32.8K -125 -19%
Skandinaviska Enskilda Banken (SEB)
463
Skandinaviska Enskilda Banken (SEB)
Sweden
$135K +$14.4K +55 +12%
EIM
464
Essex Investment Management
Massachusetts
$132K
VCM
465
Versant Capital Management
Arizona
$123K
QL
466
Quarry LP
New York
$121K +$53.8K +205 +79%
FFA
467
Farther Finance Advisors
California
$119K +$13.9K +53 +13%
EDRH
468
Edmond de Rothschild Holding
Switzerland
$109K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$107K -$19.7K -75 -15%
BNP Paribas Asset Management
470
BNP Paribas Asset Management
France
$103K -$2.1K -8 -2%
HNB
471
Huntington National Bank
Ohio
$96.3K +$1.31K +5 +1%
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$91.1K -$1.84K -7 -2%
HIA
473
Harbor Investment Advisory
Maryland
$83.8K
EP
474
Essential Partners
California
$83.3K +$83.4K +318 +31,800%
HFS
475
Hantz Financial Services
Michigan
$79K +$46.2K +176 +138%

AIT Hedge Fund Activity: Q3 2025 in Review

555 of the 7,619 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.