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Powell Industries
POWL

Overview Fund Activity

365 hedge funds and large institutions have $2.3B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
69
Increased
133
Reduced
120
Closed
38
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$343M
2
VC
2
Voss Capital
Texas
$38.9M
3
PCM
3
Portolan Capital Management
Massachusetts
$35.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.1M
5
OAM
5
Ophir Asset Management
Australia
$42.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.6M
2
DFG
2
Demars Financial Group
Washington
$730K
3
NVCHI
3
New Vernon Capital Holdings II
New Jersey
$251K
4
NL
4
Nuveen LLC
North Carolina
$4.2M
5
HHAM
5
HITE Hedge Asset Management
Massachusetts
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$381K +$21.5K +102 +6%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$376K -$145K -690 -28%
HAG
228
HighPoint Advisor Group
Illinois
$373K +$421 +2 +0.1%
Verition Fund Management
229
Verition Fund Management
Connecticut
$369K +$26.1K +124 +8%
SPS
230
Susquehanna Portfolio Strategies
Pennsylvania
$363K +$363K +1,723 New
BPC
231
Banque Pictet & Cie
Switzerland
$361K -$24K -114 -6%
P
232
Pitcairn
Pennsylvania
$358K -$77.4K -368 -18%
BCV
233
Banque Cantonale Vaudoise
Switzerland
$351K +$351K +1,666 New
Stifel Financial
234
Stifel Financial
Missouri
$348K +$4.84K +23 +1%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$329K +$223K +1,061 +211%
Pictet Asset Management
236
Pictet Asset Management
Switzerland
$327K – – –
TI
237
Tidal Investments
Wisconsin
$327K +$7.58K +36 +2%
AFS
238
AFG Fiduciary Services
Massachusetts
$322K +$322K +1,533 New
HSBC Holdings
239
HSBC Holdings
United Kingdom
$322K +$322K +1,503 New
ET
240
Entropy Technologies
New York
$316K +$316K +1,500 New
Fayez Sarofim & Co
241
Fayez Sarofim & Co
Texas
$305K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$296K -$54.1K -257 -15%
AIP
243
ARS Investment Partners
New York
$290K +$290K +1,377 New
QCM
244
Quantinno Capital Management
New York
$289K +$32.6K +155 +13%
CL
245
Choreo LLC
Illinois
$282K +$11.8K +56 +4%
CI
246
CX Institutional
Indiana
$281K – – –
Vontobel Holding
247
Vontobel Holding
Switzerland
$281K -$421 -2 -0.1%
TFS
248
Thoroughbred Financial Services
Tennessee
$271K -$68.2K -325 -20%
RFC
249
Regions Financial Corp
Alabama
$265K -$516K -2,450 -66%
AAM
250
Advisors Asset Management
Colorado
$257K +$8.84K +42 +4%
8 9
10
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