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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
FWM
576
Foguth Wealth Management
Michigan
-$225K -1,000 Closed
SAW
577
Signal Advisors Wealth
Michigan
-$225K -1,000 Closed
OR
578
Olympiad Research
Connecticut
-$218K -969 Closed
DFP
579
Defined Financial Planning
California
-$221K -965 Closed
OFS
580
OneAscent Financial Services
Alabama
-$219K -963 Closed
IFG
581
Independent Financial Group
California
-$210K -933 Closed
UCFA
582
United Capital Financial Advisors
Texas
-$210K -933 Closed
AHL
583
Abel Hall LLC
Louisiana
-$205K -911 Closed
SCM
584
Stevens Capital Management
Pennsylvania
-$205K -911 Closed
AIP
585
Arrowpoint Investment Partners
Singapore
-$198K -879 Closed
SS
586
Sunbelt Securities
Texas
-$90.8K -403 Closed
OAM
587
Ostrum Asset Management
France
-$49.1K -218 Closed
SW
588
SVB Wealth
Massachusetts
-$48K -213 Closed
WF
589
Wayfinding Financial
Washington
-$38K -169 Closed
RIL
590
Rothschild Investment LLC
Illinois
-$15.1K -67 Closed
GFPC
591
Global Financial Private Client
Florida
-$11.7K -52 Closed
SIM
592
Synergy Investment Management
Florida
-$10.2K -45 Closed
HCP
593
Hexagon Capital Partners
Arkansas
-$6.54K -29 Closed
AS
594
Altshuler Shaham
Israel
-$3.6K -16 Closed
VWWMG
595
Vermillion & White Wealth Management Group
Pennsylvania
-$3.6K -16 Closed
CA
596
Continuum Advisory
Idaho
-$2.03K -9 Closed
TWC
597
TD Waterhouse Canada
Ontario, Canada
-$1.15K -5 Closed
CFO
598
CVA Family Office
Colorado
-$676 -3 Closed
PWA
599
Principia Wealth Advisory
Texas
-$696 -3 Closed
PEAK6
600
PEAK6
Illinois
-$504 -2 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.