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Applied Industrial Technologies

511 hedge funds and large institutions have $8.42B invested in Applied Industrial Technologies in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 213 increasing their positions, 158 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 158

31% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $15.7M

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

2% more funds holding

Funds holding: 499511 (+12)

1.73% more ownership

Funds ownership: 93.6%95.32% (+1.7%)

2% less capital invested

Capital invested by funds: $8.62B → $8.42B (-$197M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
511
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
77
Increased
213
Reduced
158
Closed
59
Calls
$20.5M
Puts
$15.7M
Net Calls
+$4.84M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
551
Rafferty Asset Management
New York
-$210K -878 Closed
M&T Bank
552
M&T Bank
New York
-$208K -868 Closed
GS
553
GWN Securities
Florida
-$220K -843 Closed
KBFS
554
Kohmann Bosshard Financial Services
Ohio
-$190K -795 Closed
AIC
555
Archer Investment Corporation
Indiana
-$120K -500 Closed
EWP
556
Elevation Wealth Partners
California
-$50.9K -213 Closed
KIM
557
Kestra Investment Management
Texas
-$30.5K -127 Closed
Group One Trading
558
Group One Trading
Illinois
-$24.6K -100 Closed
RS
559
R Squared
Hong Kong
-$23.9K -100 Closed
AWM
560
Avior Wealth Management
Nebraska
-$21.8K -90 Closed
LFA
561
LGT Financial Advisors
Texas
-$16.8K -70 Closed
EBA
562
Eagle Bay Advisors
New York
-$12.5K -52 Closed
AAP
563
Arax Advisory Partners
Colorado
-$12K -50 Closed
Walleye Trading
564
Walleye Trading
New York
-$7.39K -30 Closed
PTC
565
Private Trust Company
Ohio
-$4.31K -18 Closed
CWP
566
Concord Wealth Partners
Virginia
-$1.68K -7 Closed
HI
567
Horizon Investments
North Carolina
-$1.44K -6 Closed
AGWCA
568
Annis Gardner Whiting Capital Advisors
Florida
-$1.2K -5 Closed
AF
569
Advisornet Financial
Minnesota
-$239 -1 Closed
AW
570
Avion Wealth
Texas
+$493 +2 New

AIT Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2025, worth a combined $8.42B — down 2.3% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AIT positions and 59 closed out — a net gain of 18 holders — while 213 added to existing stakes and 158 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $88.1M. The largest seller was Fidelity Investments, cutting an estimated $60.1M.

  • 511 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2025, up from 499 in Q4 2024.
  • Funds reported $8.42B of Applied Industrial Technologies stock for Q1 2025, down 2.3% quarter-over-quarter.
  • 77 funds opened new Applied Industrial Technologies positions in Q1 2025 and 59 closed out, a net change of +18 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2025 was AllianceBernstein, an estimated $88.1M added.
  • The largest Applied Industrial Technologies seller in Q1 2025 was Fidelity Investments, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2025.