We are live on ! Find out more
AIT icon

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
BlackRock
1
BlackRock
New York
$1.08B -$27M -109,644 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B -$18.7M -75,891 -2%
State Street
3
State Street
Massachusetts
$332M -$1.88M -7,613 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$315M -$60.1M -243,879 -15%
Invesco
5
Invesco
Georgia
$279M -$8.39M -34,053 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$220M -$27.9M -113,063 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$210M -$32M -129,866 -12%
TIM
8
Thornburg Investment Management
New Mexico
$198M -$1.96M -7,944 -8%
First Trust Advisors
9
First Trust Advisors
Illinois
$172M +$87.9M +356,733 +88%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$163M -$13.2M -53,606 -7%
Macquarie Group
11
Macquarie Group
Australia
$154M +$3.95M +16,017 +2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$136M -$5.88M -23,857 -4%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$136M +$32.4M +131,465 +28%
Charles Schwab
14
Charles Schwab
California
$128M -$1.28M -5,188 -0.9%
Northern Trust
15
Northern Trust
Illinois
$115M -$101K -409 -0.1%
BTW
16
Boston Trust Walden
Massachusetts
$112M -$1.15M -4,678 -0.9%
Norges Bank
17
Norges Bank
Norway
$103M -$20.8M -84,585 -16%
AllianceBernstein
18
AllianceBernstein
Tennessee
$98.4M +$88.1M +357,568 +453%
Goldman Sachs
19
Goldman Sachs
New York
$85.9M +$3.68M +14,926 +4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$85.5M -$27.5M -111,661 -23%
Brown Advisory
21
Brown Advisory
Maryland
$83.5M -$2.97M -12,045 -3%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$82.6M -$14M -56,901 -14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$78.6M -$4.28M -17,379 -5%
Capital Research Global Investors
24
Capital Research Global Investors
California
$75.3M -$55.5M -225,379 -40%
Morgan Stanley
25
Morgan Stanley
New York
$74.3M -$15.1M -61,225 -16%

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.