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Applied Industrial Technologies

542 hedge funds and large institutions have $9.1B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 94.22%92.37% (-1.9%)

13% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 211

Holders
542
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
$23.5M
Puts
$5.43M
Net Calls
Net Calls Change

Top Sellers

1 -$68.9M
2 -$62.5M
3 -$61.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
501
JPL Wealth Management
Colorado
$6.53K
HNW
502
High Note Wealth
Minnesota
$6.26K
RWS
503
Retirement Wealth Solutions
Wisconsin
$6K
CAL
504
Capital Analysts LLC
Pennsylvania
$6K
CA
505
CoreCap Advisors
Michigan
$3.65K
CT
506
Colonial Trust
South Carolina
$3.56K
CFD
507
Creative Financial Designs
Indiana
$3.41K
SS
508
Sunbelt Securities
Texas
$3.39K
WTC
509
WhitTier Trust Company
Nevada
$3.1K
WA
510
Westfuller Advisors
New York
$2.72K
BWL
511
Bogart Wealth LLC
Virginia
$2.61K
FFO
512
Fortitude Family Office
Arizona
$2.61K
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$2.37K
RWM
514
Rialto Wealth Management
New York
$2.35K
NEWAS
515
N.E.W. Advisory Services
Wisconsin
$2.35K
CH
516
Cromwell Holdings
Wyoming
$2.09K
PWA
517
Physician Wealth Advisors
Utah
$2.09K
WWM
518
Wolff Wiese Magana
California
$1.83K
WB
519
Webster Bank
Connecticut
$1.83K
RIL
520
Rothschild Investment LLC
Illinois
$1.83K
SL
521
Salomon & Ludwin
Virginia
$1.81K
TWD
522
True Wealth Design
Ohio
$1.57K
CFB
523
Cullen/Frost Bankers
Texas
$1.57K
SIC
524
SJS Investment Consulting
Ohio
$1.31K
AGWCA
525
Annis Gardner Whiting Capital Advisors
Florida
$1.31K