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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B -$16M -60,995 -1%
BlackRock
2
BlackRock
New York
$961M +$81M +308,741 +9%
State Street
3
State Street
Massachusetts
$311M -$3.1M -11,809 -1%
Invesco
4
Invesco
Georgia
$266M -$14.2M -53,980 -5%
First Trust Advisors
5
First Trust Advisors
Illinois
$244M +$45.4M +172,857 +23%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$201M +$39.9M +152,197 +25%
Capital International Investors
7
Capital International Investors
California
$200M +$201M +767,882 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$188M +$2.73M +10,408 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$179M +$3.39M +12,936 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$151M -$34M -129,510 -18%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$145M +$302K +1,150 +0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$144M -$58.1M -221,546 -29%
BTW
13
Boston Trust Walden
Massachusetts
$132M -$1.09M -4,143 -0.8%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$123M +$8.87M +33,790 +8%
Charles Schwab
15
Charles Schwab
California
$119M -$3.95M -15,065 -3%
Millennium Management
16
Millennium Management
New York
$117M -$28.5M -108,435 -20%
Royal London Asset Management
17
Royal London Asset Management
United Kingdom
$112M +$8.94M +34,083 +9%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$109M +$8.23M +31,361 +8%
Citadel Advisors
19
Citadel Advisors
Florida
$104M -$1.13M -4,321 -1%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$94.3M +$2.55M +9,705 +3%
Morgan Stanley
21
Morgan Stanley
New York
$90.4M +$3.27M +12,471 +4%
Bank of America
22
Bank of America
North Carolina
$89.6M -$8.23M -31,370 -8%
Capital World Investors
23
Capital World Investors
California
$87.6M +$3.46M +13,171 +4%
Capital Research Global Investors
24
Capital Research Global Investors
California
$84.5M -$3.1M -11,829 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$83.4M -$1.71M -6,505 -2%

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.