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Applied Industrial Technologies

542 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, 183 increasing their positions, 211 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%92.37% (-1.9%)

13% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 211

Holders
542
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
MYIA
576
Mount Yale Investment Advisors
Colorado
HIS
577
Harvest Investment Services
Illinois
Polen Capital Management
578
Polen Capital Management
Florida
SW
579
SkyOak Wealth
Michigan
PTC
580
Petrus Trust Company
Texas
SSG
581
Summit Securities Group
New York
WC
582
Wexford Capital
Florida
T
583
Transce3nd
Texas
KIG
584
Kessler Investment Group
Indiana
CMBA
585
C.M. Bidwell & Associates
Hawaii
HT
586
Headlands Technologies
Illinois
BIG
587
Brooklyn Investment Group
New York
NAAA
588
New Age Alpha Advisors
New York
OWA
589
Opal Wealth Advisors
New York
VSQM
590
V-Square Quantitative Management
Illinois
PWAM
591
Private Wealth Asset Management
Iowa
JSAM
592
J. Safra Asset Management
New York
PSFG
593
Park Square Financial Group
Georgia
TPWA
594
Twin Peaks Wealth Advisors
California
MAFA
595
MJT & Associates Financial Advisory
Minnesota
NC
596
NewSquare Capital
Pennsylvania
MAM
597
Meeder Asset Management
Ohio
WSFS
598
Wilmington Savings Fund Society
Delaware
RAM
599
Riggs Asset Management
Pennsylvania
CFFP
600
Center for Financial Planning
Michigan