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Applied Industrial Technologies

535 hedge funds and large institutions have $8.33B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 95 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 (+$12.7M)

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
535
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
PWAM
476
Private Wealth Asset Management
Iowa
$13.9K
JSAM
477
J. Safra Asset Management
New York
$13.9K
JWA
478
JFS Wealth Advisors
Pennsylvania
$11.6K
S
479
SignatureFD
Georgia
$9.76K
GRP
480
Global Retirement Partners
California
$9.13K
HWM
481
Hemington Wealth Management
Virginia
$9K
TPWA
482
Twin Peaks Wealth Advisors
California
$8.66K
PWMG
483
Private Wealth Management Group
New Jersey
$8.37K
PSFG
484
Park Square Financial Group
Georgia
$7.7K
LI
485
LRI Investments
Florida
$7.27K
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$7.21K
AF
487
Allworth Financial
California
$6.51K
HNW
488
High Note Wealth
Minnesota
$5.81K
MAFA
489
MJT & Associates Financial Advisory
Minnesota
$5.11K
NC
490
NewSquare Capital
Pennsylvania
$3.72K
CT
491
Colonial Trust
South Carolina
$3.48K
CA
492
CoreCap Advisors
Michigan
$3.25K
CFD
493
Creative Financial Designs
Indiana
$3.04K
CIA
494
Cape Investment Advisory
Georgia
$3.02K
WTC
495
WhitTier Trust Company
Nevada
$2.79K
MAM
496
Meeder Asset Management
Ohio
$2.56K
WSFS
497
Wilmington Savings Fund Society
Delaware
$2.56K
BWL
498
Bogart Wealth LLC
Virginia
$2.33K
SAM
499
Smartleaf Asset Management
Massachusetts
$2.32K
DPW
500
DiNuzzo Private Wealth
Pennsylvania
$2.09K