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Applied Industrial Technologies

536 hedge funds and large institutions have $8.33B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 194 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $8.32B → $8.33B (+$12.9M)

0.09% more ownership

Funds ownership: 94.13%94.22% (+0.09%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
536
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
$17.6M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
476
Bell Investment Advisors
California
$14.6K
JSAM
477
J. Safra Asset Management
New York
$13.9K
PWAM
478
Private Wealth Asset Management
Iowa
$13.9K
JWA
479
JFS Wealth Advisors
Pennsylvania
$11.6K
S
480
SignatureFD
Georgia
$9.76K
GRP
481
Global Retirement Partners
California
$9.13K
HWM
482
Hemington Wealth Management
Virginia
$9K
TPWA
483
Twin Peaks Wealth Advisors
California
$8.66K
PWMG
484
Private Wealth Management Group
New Jersey
$8.37K
PSFG
485
Park Square Financial Group
Georgia
$7.7K
LI
486
LRI Investments
Florida
$7.27K
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$7.21K
AF
488
Allworth Financial
California
$6.51K
HNW
489
High Note Wealth
Minnesota
$5.81K
MAFA
490
MJT & Associates Financial Advisory
Minnesota
$5.11K
NC
491
NewSquare Capital
Pennsylvania
$3.72K
CT
492
Colonial Trust
South Carolina
$3.48K
CA
493
CoreCap Advisors
Michigan
$3.25K
CFD
494
Creative Financial Designs
Indiana
$3.04K
CIA
495
Cape Investment Advisory
Georgia
$3.02K
WTC
496
WhitTier Trust Company
Nevada
$2.79K
MAM
497
Meeder Asset Management
Ohio
$2.56K
WSFS
498
Wilmington Savings Fund Society
Delaware
$2.56K
BWL
499
Bogart Wealth LLC
Virginia
$2.33K
SAM
500
Smartleaf Asset Management
Massachusetts
$2.32K