AIT icon

Applied Industrial Technologies

535 hedge funds and large institutions have $8.33B invested in Applied Industrial Technologies in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 194 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $8.32B → $8.33B (+$12.7M)

0.09% more ownership

Funds ownership: 94.13%94.22% (+0.09%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
535
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
$17.6M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
501
N.E.W. Advisory Services
Wisconsin
$2.09K
FFO
502
Fortitude Family Office
Arizona
$2.09K
RWM
503
Rialto Wealth Management
New York
$1.86K
RAM
504
Riggs Asset Management
Pennsylvania
$1.86K
CH
505
Cromwell Holdings
Wyoming
$1.86K
CAWM
506
Capital A Wealth Management
Pennsylvania
$1.73K
WWM
507
Wolff Wiese Magana
California
$1.63K
CFFP
508
Center for Financial Planning
Michigan
$1.63K
WB
509
Webster Bank
Connecticut
$1.63K
TWD
510
True Wealth Design
Ohio
$1.4K
CFB
511
Cullen/Frost Bankers
Texas
$1.4K
PPC
512
Park Place Capital
Alabama
$1.21K
SIC
513
SJS Investment Consulting
Ohio
$1.16K
AGWCA
514
Annis Gardner Whiting Capital Advisors
Florida
$1.16K
KG
515
Kilter Group
New York
$930
GWM
516
Geneos Wealth Management
Colorado
$930
RCM
517
Raleigh Capital Management
North Carolina
$700
SC
518
Stephens Consulting
Michigan
$698
SC
519
SouthState Corp
Florida
$698
PWA
520
Physician Wealth Advisors
Utah
$698
SS
521
SBI Securities
Japan
$697
LFG
522
Larson Financial Group
Missouri
$697
BHWM
523
Bay Harbor Wealth Management
Maryland
$697
HIA
524
HFM Investment Advisors
New Jersey
$697
TIM
525
Tortoise Investment Management
New York
$697