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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
CFO
501
CVA Family Office
Colorado
$676 +$739 +3 New
PEAK6
502
PEAK6
Illinois
$504 -$2.53M -10,267 -100%
HFS
503
Hughes Financial Services
Virginia
$459 +$493 +2 New
CPG
504
Cornerstone Planning Group
New Jersey
$458
LFG
505
Larson Financial Group
Missouri
$451 -$29.1K -118 -98%
TFM
506
TFC Financial Management
Massachusetts
$226
HIA
507
HFM Investment Advisors
New Jersey
$226 +$246 +1 New
MHR
508
Matthew Hamilton Rosenberg
$225
PWM
509
Parkworth Wealth Management
California
$225
BHWM
510
Bay Harbor Wealth Management
Maryland
$225 +$246 +1 New
IECM
511
Intrinsic Edge Capital Management
Illinois
-$20.4M -85,392 Closed
Qube Research & Technologies (QRT)
512
Qube Research & Technologies (QRT)
United Kingdom
-$12.5M -52,183 Closed
PAMP
513
Polar Asset Management Partners
Ontario, Canada
-$10.2M -42,500 Closed
WP
514
Woodline Partners
California
-$10.1M -42,109 Closed
Renaissance Technologies
515
Renaissance Technologies
New York
-$9.54M -39,850 Closed
Marshall Wace
516
Marshall Wace
United Kingdom
-$4.82M -20,147 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
517
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.87M -12,000 Closed
DTL
518
Dynamic Technology Lab
Singapore
-$1.35M -5,625 Closed
Nomura Holdings
519
Nomura Holdings
Japan
-$1.22M -5,092 Closed
CFM
520
Catalyst Funds Management
Australia
-$1.15M -4,800 Closed
SWM
521
Shepherd Wealth Management
Ohio
-$1.09M -4,559 Closed
VF
522
Virtu Financial
New York
-$1.08M -4,519 Closed
GAM
523
Gotham Asset Management
New York
-$946K -3,950 Closed
WAM
524
Weiss Asset Management
Massachusetts
-$943K -3,936 Closed
FRM
525
Fox Run Management
Connecticut
-$925K -3,862 Closed

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.