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Applied Industrial Technologies

540 hedge funds and large institutions have $8.34B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 61

48% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $11.9M

6% more funds holding

Funds holding: 511540 (+29)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

1% less capital invested

Capital invested by funds: $8.42B → $8.34B (-$85.9M)

1.06% less ownership

Funds ownership: 95.32%94.27% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
540
Holders Change
+29
Holders Change %
+5.68%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
197
Reduced
183
Closed
61
Calls
$17.6M
Puts
$11.9M
Net Calls
+$5.74M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$2.56K -$227 -1 -8%
BWL
502
Bogart Wealth LLC
Virginia
$2.33K -$455 -2 -17%
SAM
503
Smartleaf Asset Management
Massachusetts
$2.32K -$18.9K -83 -89%
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$2.09K
NEWAS
505
N.E.W. Advisory Services
Wisconsin
$2.09K
FFO
506
Fortitude Family Office
Arizona
$2.09K +$2.05K +9 New
RWM
507
Rialto Wealth Management
New York
$1.86K -$455 -2 -20%
CH
508
Cromwell Holdings
Wyoming
$1.86K +$1.82K +8 New
RAM
509
Riggs Asset Management
Pennsylvania
$1.86K +$1.82K +8 New
CAWM
510
Capital A Wealth Management
Pennsylvania
$1.73K +$2.27K +10 New
WWM
511
Wolff Wiese Magana
California
$1.63K -$2.96K -13 -65%
CFFP
512
Center for Financial Planning
Michigan
$1.63K
WB
513
Webster Bank
Connecticut
$1.63K +$1.59K +7 New
TWD
514
True Wealth Design
Ohio
$1.4K -$227 -1 -14%
CFB
515
Cullen/Frost Bankers
Texas
$1.4K
PPC
516
Park Place Capital
Alabama
$1.21K
SIC
517
SJS Investment Consulting
Ohio
$1.16K -$682 -3 -38%
AGWCA
518
Annis Gardner Whiting Capital Advisors
Florida
$1.16K +$1.14K +5 New
GWM
519
Geneos Wealth Management
Colorado
$930 +$910 +4 New
KG
520
Kilter Group
New York
$930 +$910 +4 New
RCM
521
Raleigh Capital Management
North Carolina
$700 +$682 +3 New
SC
522
Stephens Consulting
Michigan
$698 -$2.73K -12 -80%
SC
523
SouthState Corp
Florida
$698
PWA
524
Physician Wealth Advisors
Utah
$698 +$682 +3 New
SS
525
SBI Securities
Japan
$697 -$31.2K -137 -98%

AIT Hedge Fund Activity: Q2 2025 in Review

540 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2025, worth a combined $8.34B — down 1% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AIT positions and 61 closed out — a net gain of 36 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was Jane Street, adding an estimated $84.4M. The largest seller was BlackRock, cutting an estimated $324M.

  • 540 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $8.34B of Applied Industrial Technologies stock for Q2 2025, down 1% quarter-over-quarter.
  • 97 funds opened new Applied Industrial Technologies positions in Q2 2025 and 61 closed out, a net change of +36 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2025 was Jane Street, an estimated $84.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2025 was BlackRock, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2025.