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Powell Industries
POWL

412 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $216M | Put options by funds: $62.9M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

65% more capital invested

Capital invested by funds: $2.32B → $3.82B (+$1.5B)

37.94% more ownership

Funds ownership: 273.19% → 311.13% (+38%)

10% more funds holding

Funds holding: 373 → 412 (+39)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

Holders
412
Holders Change
+39
Holders Change %
+10.46%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
137
Reduced
144
Closed
38
Calls
$216M
Puts
$62.9M
Net Calls
+$154M
Net Calls Change
+$97.5M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$175M
2
First Trust Advisors
First Trust Advisors
Illinois
+$62.1M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$36.3M
4
Morgan Stanley
Morgan Stanley
New York
+$32.4M
5
VC
Voss Capital
Texas
+$28M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
3
OAM
Ophir Asset Management
Australia
-$16.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
DB
Danske Bank
Denmark
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
226
IQ EQ Fund Management
Ireland
$620K – – –
KPWS
227
Kestra Private Wealth Services
Texas
$617K +$515K +6,075 New
SPS
228
Susquehanna Portfolio Strategies
Pennsylvania
$617K +$76.3K +900 +17%
BRG
229
Bay Rivers Group
Virginia
$610K -$76.3K -900 -13%
HAG
230
HighPoint Advisor Group
Illinois
$600K +$50.9K +600 +11%
TF
231
Trek Financial
Arizona
$588K +$490K +5,784 New
CIP
232
Cornerstone Investment Partners
Georgia
$573K -$35.9K -423 -7%
IFG
233
Independent Financial Group
California
$551K +$109K +1,281 +31%
ProShare Advisors
234
ProShare Advisors
Maryland
$548K -$85K -1,002 -16%
SA
235
Sanctuary Advisors
Indiana
$546K -$15K -177 -3%
Zurich Cantonal Bank
236
Zurich Cantonal Bank
Switzerland
$545K – – –
BCV
237
Banque Cantonale Vaudoise
Switzerland
$541K +$27.5K +324 +6%
Amundi
238
Amundi
France
$536K -$2.45M -28,950 -85%
PAS
239
Park Avenue Securities
New York
$531K +$153K +1,800 +53%
NAM
240
Nissay Asset Management
Japan
$527K +$440K +5,187 New
VOYA Investment Management
241
VOYA Investment Management
Georgia
$525K -$224K -2,643 -34%
Stifel Financial
242
Stifel Financial
Missouri
$524K +$17.3K +204 +4%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$522K -$238K -2,811 -35%
BPC
244
Banque Pictet & Cie
Switzerland
$520K -$2.8K -33 -0.6%
Aviva
245
Aviva
United Kingdom
$519K -$239K -2,823 -36%
AIM
246
AXA Investment Managers
France
$514K +$429K +5,061 New
AA
247
ALPS Advisors
Colorado
$482K -$112K -1,320 -22%
CIA
248
Concurrent Investment Advisors
Florida
$475K +$396K +4,671 New
Pictet Asset Management
249
Pictet Asset Management
Switzerland
$474K – – –
BBA
250
Baader Bank Aktiengesellschaft
Germany
$474K +$396K +4,674 New
8 9
10
11 12

POWL Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2025, worth a combined $3.82B — up 65% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new POWL positions and 38 closed out — a net gain of 42 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $16.9M.

  • 412 institutional investors held Powell Industries (POWL) as of Q3 2025, up from 373 in Q2 2025.
  • Funds reported $3.82B of Powell Industries stock for Q3 2025, up 65% quarter-over-quarter.
  • 80 funds opened new Powell Industries positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest Powell Industries buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $175M added.
  • The largest Powell Industries seller in Q3 2025 was Goldman Sachs, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.