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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
CA
476
Clearstead Advisors
Ohio
$78.6K -$6.04K -23 -7%
DB
477
Danske Bank
Denmark
$78.3K
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.9K +$69.3K +264 New
PS
479
Principal Securities
Iowa
$63.7K -$9.71K -37 -13%
NS
480
NBC Securities
Alabama
$59K -$88.2K -336 -60%
TFA
481
Toth Financial Advisory
Virginia
$53.3K +$7.61K +29 +17%
PA
482
Parallel Advisors
California
$50.9K +$3.67K +14 +8%
FHC
483
First Horizon Corporation
Tennessee
$47K +$47.2K +180 New
AF
484
Allworth Financial
California
$39.9K +$32.8K +125 +446%
MPW
485
MASECO Private Wealth
$39.6K
Nomura Asset Management
486
Nomura Asset Management
Japan
$39.2K
ST
487
Smithfield Trust
Pennsylvania
$35K
RA
488
Rise Advisors
New York
$34.7K
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$34.5K -$525 -2 -1%
WANY
490
Wealthspire Advisors (New York)
New York
$29.8K +$29.9K +114 New
KFI
491
Key Financial Inc
Pennsylvania
$29.7K
AFWM
492
Abich Financial Wealth Management
Virginia
$29.5K +$29.6K +113 New
C
493
Covestor
United Kingdom
$29K -$14.4K -55 -33%
Simplex Trading
494
Simplex Trading
Illinois
$27K -$162K -618 -85%
TCM
495
TD Capital Management
Tennessee
$26.8K
RFP
496
Root Financial Partners
California
$26.6K +$26.8K +102 New
SAM
497
Smartleaf Asset Management
Massachusetts
$25.6K +$23.4K +89 +890%
TFA
498
Transamerica Financial Advisors
Florida
$17.9K +$18.1K +69 New
BIA
499
Bell Investment Advisors
California
$16.4K
NA
500
NewEdge Advisors
Louisiana
$14.7K -$4.2K -16 -22%

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.