We are live on ! Find out more
AIT icon

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
Optiver Holding
501
Optiver Holding
Netherlands
$13.6K -$15.5K -59 -53%
JWA
502
JFS Wealth Advisors
Pennsylvania
$13.1K
S
503
SignatureFD
Georgia
$13.1K +$2.1K +8 +19%
JIC
504
Johnson Investment Counsel
Ohio
$13K +$7.87K +30 +0.2%
HWM
505
Hemington Wealth Management
Virginia
$11K +$1.57K +6 +15%
QC
506
Quent Capital
New York
$10.4K +$10.5K +40 New
GRP
507
Global Retirement Partners
California
$10.3K
PWMG
508
Private Wealth Management Group
New Jersey
$9.4K
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$8.35K +$262 +1 +3%
LI
510
LRI Investments
Florida
$6.93K -$1.05K -4 -13%
JWM
511
JPL Wealth Management
Colorado
$6.53K +$6.56K +25 New
HNW
512
High Note Wealth
Minnesota
$6.26K -$262 -1 -4%
RWS
513
Retirement Wealth Solutions
Wisconsin
$6K +$6.04K +23 New
CAL
514
Capital Analysts LLC
Pennsylvania
$6K +$6.3K +24 New
CA
515
CoreCap Advisors
Michigan
$3.65K
CT
516
Colonial Trust
South Carolina
$3.56K -$262 -1 -7%
CFD
517
Creative Financial Designs
Indiana
$3.41K
CIA
518
Cape Investment Advisory
Georgia
$3.39K
SS
519
Sunbelt Securities
Texas
$3.39K +$3.41K +13 New
WTC
520
WhitTier Trust Company
Nevada
$3.1K
WA
521
Westfuller Advisors
New York
$2.72K +$2.62K +10 New
BWL
522
Bogart Wealth LLC
Virginia
$2.61K
FFO
523
Fortitude Family Office
Arizona
$2.61K +$262 +1 +11%
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$2.37K
RWM
525
Rialto Wealth Management
New York
$2.35K +$262 +1 +13%

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.