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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
CFD
476
Creative Financial Designs
Indiana
$3.84K +$2.46K +10 +143%
AS
477
Altshuler Shaham
Israel
$3.6K +$3.94K +16 New
VWWMG
478
Vermillion & White Wealth Management Group
Pennsylvania
$3.6K +$3.94K +16 New
National Bank of Canada
479
National Bank of Canada
Quebec, Canada
$3.38K -$52.2K -212 -93%
SC
480
Stephens Consulting
Michigan
$3.38K +$3.7K +15 New
CT
481
Colonial Trust
South Carolina
$3.38K -$2.96K -12 -44%
CA
482
CoreCap Advisors
Michigan
$3.15K
BWL
483
Bogart Wealth LLC
Virginia
$2.7K -$1.97K -8 -40%
WSFS
484
Wilmington Savings Fund Society
Delaware
$2.7K
WTC
485
WhitTier Trust Company
Nevada
$2.7K +$986 +4 +50%
RWM
486
Rialto Wealth Management
New York
$2.25K +$2.46K +10 New
DPW
487
DiNuzzo Private Wealth
Pennsylvania
$2.03K
CA
488
Continuum Advisory
Idaho
$2.03K +$739 +3 +50%
NEWAS
489
N.E.W. Advisory Services
Wisconsin
$2.03K +$2.22K +9 New
SIC
490
SJS Investment Consulting
Ohio
$1.8K
CFFP
491
Center for Financial Planning
Michigan
$1.58K
TWD
492
True Wealth Design
Ohio
$1.58K +$1.73K +7 New
CFB
493
Cullen/Frost Bankers
Texas
$1.35K
TWC
494
TD Waterhouse Canada
Ontario, Canada
$1.15K -$452K -1,834 -100%
PPC
495
Park Place Capital
Alabama
$1.13K
HFS
496
Hantz Financial Services
Michigan
$1K +$1.48K +6 New
PWA
497
Principia Wealth Advisory
Texas
$696 +$493 +2 +200%
WCM
498
WealthTrak Capital Management
Virginia
$677 +$493 +2 +200%
SC
499
SouthState Corp
Florida
$677 +$739 +3 New
BF
500
BOK Financial
Oklahoma
$676

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.