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Applied Industrial Technologies

539 hedge funds and large institutions have $9.1B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 94.22%92.36% (-1.9%)

14% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 210

Holders
539
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
$23.5M
Puts
$5.43M
Net Calls
Net Calls Change

Top Sellers

1 -$68.9M
2 -$62.5M
3 -$61.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
576
SkyOak Wealth
Michigan
PTC
577
Petrus Trust Company
Texas
SSG
578
Summit Securities Group
New York
WC
579
Wexford Capital
Florida
T
580
Transce3nd
Texas
KIG
581
Kessler Investment Group
Indiana
CMBA
582
C.M. Bidwell & Associates
Hawaii
HT
583
Headlands Technologies
Illinois
BIG
584
Brooklyn Investment Group
New York
NAAA
585
New Age Alpha Advisors
New York
OWA
586
Opal Wealth Advisors
New York
VSQM
587
V-Square Quantitative Management
Illinois
PWAM
588
Private Wealth Asset Management
Iowa
JSAM
589
J. Safra Asset Management
New York
PSFG
590
Park Square Financial Group
Georgia
TPWA
591
Twin Peaks Wealth Advisors
California
MAFA
592
MJT & Associates Financial Advisory
Minnesota
NC
593
NewSquare Capital
Pennsylvania
WSFS
594
Wilmington Savings Fund Society
Delaware
MAM
595
Meeder Asset Management
Ohio
RAM
596
Riggs Asset Management
Pennsylvania
CFFP
597
Center for Financial Planning
Michigan
GWM
598
Geneos Wealth Management
Colorado
RCM
599
Raleigh Capital Management
North Carolina
SC
600
Stephens Consulting
Michigan