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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
NEWAS
526
N.E.W. Advisory Services
Wisconsin
$2.35K
CH
527
Cromwell Holdings
Wyoming
$2.09K
PWA
528
Physician Wealth Advisors
Utah
$2.09K +$1.31K +5 +167%
APW
529
Aventura Private Wealth
Florida
$2.09K +$2.1K +8 New
WWM
530
Wolff Wiese Magana
California
$1.83K
WB
531
Webster Bank
Connecticut
$1.83K
RIL
532
Rothschild Investment LLC
Illinois
$1.83K +$1.84K +7 New
SL
533
Salomon & Ludwin
Virginia
$1.81K +$1.84K +7 New
TWD
534
True Wealth Design
Ohio
$1.57K
CFB
535
Cullen/Frost Bankers
Texas
$1.57K
AGWCA
536
Annis Gardner Whiting Capital Advisors
Florida
$1.31K
SIC
537
SJS Investment Consulting
Ohio
$1.31K
CIAM
538
Caitong International Asset Management
Hong Kong
$1.3K -$21K -80 -94%
PPC
539
Park Place Capital
Alabama
$1.3K
TIM
540
Tortoise Investment Management
New York
$1.3K +$525 +2 +67%
KG
541
Kilter Group
New York
$1.04K
BHWM
542
Bay Harbor Wealth Management
Maryland
$1.04K +$262 +1 +33%
CCM
543
Cloud Capital Management
Washington
$1K +$1.05K +4 New
MCM
544
Manchester Capital Management
Vermont
$784 +$787 +3 New
HIA
545
HFM Investment Advisors
New Jersey
$783
LFG
546
Larson Financial Group
Missouri
$527 -$262 -1 -33%
SC
547
SouthState Corp
Florida
$523 -$262 -1 -33%
FMP
548
Financial Management Professionals
Texas
$522
GA
549
Guerra Advisors
Florida
$522 +$525 +2 New
HFS
550
Hughes Financial Services
Virginia
$519

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.