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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
LFG
526
Larson Financial Group
Missouri
$697 +$227 +1 +50%
BHWM
527
Bay Harbor Wealth Management
Maryland
$697 +$455 +2 +200%
HIA
528
HFM Investment Advisors
New Jersey
$697 +$455 +2 +200%
TIM
529
Tortoise Investment Management
New York
$697 +$682 +3 New
CPG
530
Cornerstone Planning Group
New Jersey
$539
HFS
531
Hughes Financial Services
Virginia
$530
FMP
532
Financial Management Professionals
Texas
$465 +$455 +2 New
National Bank of Canada
533
National Bank of Canada
Quebec, Canada
$464 -$2.96K -13 -87%
WCM
534
WealthTrak Capital Management
Virginia
$233 -$455 -2 -67%
TFM
535
TFC Financial Management
Massachusetts
$233
MHR
536
Matthew Hamilton Rosenberg
$232
PWM
537
Parkworth Wealth Management
California
$232
EP
538
Essential Partners
California
$232 +$227 +1 New
LFA
539
LGT Financial Advisors
Texas
$232 +$227 +1 New
ZIG
540
Zurich Insurance Group
Switzerland
-$70.6M -313,316 Closed
DCM
541
Driehaus Capital Management
Illinois
-$32.1M -142,583 Closed
CF
542
Corebridge Financial
Texas
-$13.7M -60,973 Closed
TIG
543
Tribune Investment Group
New York
-$7.44M -33,000 Closed
IIM
544
INTECH Investment Management
Florida
-$5.68M -25,214 Closed
JGC
545
J. Goldman & Co
New York
-$5.59M -24,818 Closed
PFM
546
Premier Fund Managers
United Kingdom
-$5.38M -23,840 Closed
Mirae Asset Global ETFs Holdings
547
Mirae Asset Global ETFs Holdings
Hong Kong
-$5.16M -22,891 Closed
EI
548
EAM Investors
California
-$2.55M -11,315 Closed
SCM
549
Sandler Capital Management
New York
-$2.25M -9,983 Closed
MF
550
Magnetar Financial
Illinois
-$2.25M -9,979 Closed

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.