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Powell Industries

405 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 142 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: $ → $

12.69% more ownership

Funds ownership: 91.04%103.74% (+13%)

9% more funds holding

Funds holding: 370405 (+35)

5% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 142

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
IAA
251
Independent Advisor Alliance
North Carolina
$455K
P
252
Pitcairn
Pennsylvania
$443K
Fayez Sarofim & Co
253
Fayez Sarofim & Co
Texas
$442K
CFMC
254
Curbstone Financial Management Corp
New Hampshire
$442K
CL
255
Choreo LLC
Illinois
$435K
OQS
256
Occudo Quantitative Strategies
Florida
$429K
Verition Fund Management
257
Verition Fund Management
Connecticut
$427K
RFC
258
Regions Financial Corp
Alabama
$419K
I
259
InceptionR
California
$416K
PCM
260
Prelude Capital Management
New York
$414K
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$412K
CI
262
CX Institutional
Indiana
$406K
TFS
263
Thoroughbred Financial Services
Tennessee
$398K
EWM
264
Empirical Wealth Management
Washington
$397K
MOS
265
MGO One Seven
Ohio
$387K
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$386K
AAM
267
Advisors Asset Management
Colorado
$371K
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$370K
VA
269
Valmark Advisers
Ohio
$369K
Vontobel Holding
270
Vontobel Holding
Switzerland
$366K
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$365K
CL
272
CIM LLC
New York
$364K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$364K
NVCHI
274
New Vernon Capital Holdings II
New Jersey
$363K
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$359K