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Powell Industries

405 hedge funds and large institutions have $3.81B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 135 increasing their positions, 143 reducing their positions, and 39 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

12.5% more ownership

Funds ownership: 91.14%103.65% (+13%)

9% more funds holding

Funds holding: 371405 (+34)

6% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 143

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$216M
Puts
$62.9M
Net Calls
Net Calls Change

Top Buyers

1 +$209M
2 +$74.4M
3 +$43.5M
4
Morgan Stanley
Morgan Stanley
New York
+$38.8M
5
VC
Voss Capital
Texas
+$33.6M

Top Sellers

1 -$20.2M
2 -$19.6M
3 -$19.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
DB
Danske Bank
Denmark
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$617K
SPS
227
Susquehanna Portfolio Strategies
Pennsylvania
$617K
BRG
228
Bay Rivers Group
Virginia
$610K
HAG
229
HighPoint Advisor Group
Illinois
$600K
TF
230
Trek Financial
Arizona
$588K
CIP
231
Cornerstone Investment Partners
Georgia
$573K
ProShare Advisors
232
ProShare Advisors
Maryland
$548K
SA
233
Sanctuary Advisors
Indiana
$546K
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$545K
BCV
235
Banque Cantonale Vaudoise
Switzerland
$541K
Amundi
236
Amundi
France
$536K
PAS
237
Park Avenue Securities
New York
$531K
NAM
238
Nissay Asset Management
Japan
$527K
VOYA Investment Management
239
VOYA Investment Management
Georgia
$525K
Stifel Financial
240
Stifel Financial
Missouri
$524K
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$522K
BPC
242
Banque Pictet & Cie
Switzerland
$520K
Aviva
243
Aviva
United Kingdom
$519K
AIM
244
AXA Investment Managers
France
$514K
AA
245
ALPS Advisors
Colorado
$482K
CIA
246
Concurrent Investment Advisors
Florida
$475K
Pictet Asset Management
247
Pictet Asset Management
Switzerland
$474K
BBA
248
Baader Bank Aktiengesellschaft
Germany
$474K
TCM
249
Triumph Capital Management
Colorado
$462K
IAA
250
Independent Advisor Alliance
North Carolina
$455K