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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
NAAA
601
New Age Alpha Advisors
New York
-$60.2K -259 Closed
OWA
602
Opal Wealth Advisors
New York
-$43.5K -187 Closed
VSQM
603
V-Square Quantitative Management
Illinois
-$30.9K -133 Closed
JSAM
604
J. Safra Asset Management
New York
-$13.9K -60 Closed
PWAM
605
Private Wealth Asset Management
Iowa
-$13.9K -60 Closed
PSFG
606
Park Square Financial Group
Georgia
-$7.7K -33 Closed
TPWA
607
Twin Peaks Wealth Advisors
California
-$8.66K -32 Closed
MAFA
608
MJT & Associates Financial Advisory
Minnesota
-$5.11K -22 Closed
NC
609
NewSquare Capital
Pennsylvania
-$3.72K -16 Closed
MAM
610
Meeder Asset Management
Ohio
-$2.56K -11 Closed
WSFS
611
Wilmington Savings Fund Society
Delaware
-$2.56K -11 Closed
RAM
612
Riggs Asset Management
Pennsylvania
-$1.86K -8 Closed
CFFP
613
Center for Financial Planning
Michigan
-$1.63K -7 Closed
GWM
614
Geneos Wealth Management
Colorado
-$930 -4 Closed
RCM
615
Raleigh Capital Management
North Carolina
-$700 -3 Closed
SC
616
Stephens Consulting
Michigan
-$698 -3 Closed
National Bank of Canada
617
National Bank of Canada
Quebec, Canada
-$464 -2 Closed
LFA
618
LGT Financial Advisors
Texas
-$232 -1 Closed
WCM
619
WealthTrak Capital Management
Virginia
-$233 -1 Closed

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.