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Powell Industries

418 hedge funds and large institutions have $3.03B invested in Powell Industries in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 56 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

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less capital invested

Capital invested by funds: $3.82B → $3.03B (-$784M)

23.94% less ownership

Funds ownership: 103.69%79.75% (-24%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$50.4M
Net Calls
Net Calls Change

Top Buyers

1 +$48M
2 +$21.9M
3 +$18.5M
4
Squarepoint
Squarepoint
New York
+$14.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$13.9M

Top Sellers

1 -$705M
2 -$44.8M
3 -$37M
4
Morgan Stanley
Morgan Stanley
New York
-$34.9M
5
First Trust Advisors
First Trust Advisors
Illinois
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
251
Regions Financial Corp
Alabama
$456K
Vontobel Holding
252
Vontobel Holding
Switzerland
$452K
BPC
253
Banque Pictet & Cie
Switzerland
$441K
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$440K
CI
255
CX Institutional
Indiana
$425K
TFS
256
Thoroughbred Financial Services
Tennessee
$417K
Jane Street
257
Jane Street
New York
$400K
IB
258
Intrust Bank
Kansas
$399K
BHCM
259
Brevan Howard Capital Management
Jersey
$392K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$389K
AAM
261
Advisors Asset Management
Colorado
$383K
NVCHI
262
New Vernon Capital Holdings II
New Jersey
$380K
Jones Financial Companies
263
Jones Financial Companies
Missouri
$378K
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$372K
JSW
265
Journey Strategic Wealth
New Jersey
$368K
FCM
266
Fieldview Capital Management
Michigan
$361K
GWM
267
GK Wealth Management
Nevada
$359K
ET
268
Entropy Technologies
New York
$357K
ATPW
269
Ashton Thomas Private Wealth
Arizona
$345K
ECM
270
Evergreen Capital Management
Washington
$342K
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$330K
MOS
272
MGO One Seven
Ohio
$322K
WWM
273
Whalen Wealth Management
Nevada
$321K
TCM
274
Triumph Capital Management
Colorado
$314K
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$311K