AIT icon

Applied Industrial Technologies

539 hedge funds and large institutions have $9.1B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 65 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 94.22%92.36% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 210

Holders
539
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
$23.5M
Puts
$5.43M
Net Calls
Net Calls Change

Top Sellers

1 -$68.9M
2 -$62.5M
3 -$61.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$34.5K
WANY
477
Wealthspire Advisors (New York)
New York
$29.8K
KFI
478
Key Financial Inc
Pennsylvania
$29.7K
AFWM
479
Abich Financial Wealth Management
Virginia
$29.5K
C
480
Covestor
United Kingdom
$29K
Simplex Trading
481
Simplex Trading
Illinois
$27K
TCM
482
TD Capital Management
Tennessee
$26.8K
RFP
483
Root Financial Partners
California
$26.6K
SAM
484
Smartleaf Asset Management
Massachusetts
$25.6K
TFA
485
Transamerica Financial Advisors
Florida
$17.9K
BIA
486
Bell Investment Advisors
California
$16.4K
NA
487
NewEdge Advisors
Louisiana
$14.7K
Optiver Holding
488
Optiver Holding
Netherlands
$13.6K
JWA
489
JFS Wealth Advisors
Pennsylvania
$13.1K
S
490
SignatureFD
Georgia
$13.1K
JIC
491
Johnson Investment Counsel
Ohio
$13K
HWM
492
Hemington Wealth Management
Virginia
$11K
QC
493
Quent Capital
New York
$10.4K
GRP
494
Global Retirement Partners
California
$10.3K
PWMG
495
Private Wealth Management Group
New Jersey
$9.4K
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$8.35K
LI
497
LRI Investments
Florida
$6.93K
JWM
498
JPL Wealth Management
Colorado
$6.53K
HNW
499
High Note Wealth
Minnesota
$6.26K
RWS
500
Retirement Wealth Solutions
Wisconsin
$6K