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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$35.6M
2
DFG
Demars Financial Group
Washington
$730K
3
NVCHI
New Vernon Capital Holdings II
New Jersey
$251K
4
NL
Nuveen LLC
North Carolina
$4.2M
5
HHAM
HITE Hedge Asset Management
Massachusetts
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
251
CIM LLC
New York
$255K -$16.2K -77 -6%
MOACM
252
Mutual of America Capital Management
New York
$254K -$34.1K -162 -12%
GWM
253
GK Wealth Management
Nevada
$254K +$3.58K +17 +1%
NVCHI
254
New Vernon Capital Holdings II
New Jersey
$251K -$42.4M -201,672 -99%
CWM
255
CIBC World Markets
New York
$248K -$189K -897 -43%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$247K -$24.6K -117 -9%
VI
257
Vestcor Inc
New Brunswick, Canada
$245K +$245K +1,165 New
EWM
258
Empirical Wealth Management
Washington
$242K +$242K +1,151 New
PAS
259
Park Avenue Securities
New York
$240K +$240K +1,142 New
ECM
260
Evergreen Capital Management
Washington
$229K -$42.9K -204 -16%
TSS
261
Two Sigma Securities
New York
$227K -$98.5K -468 -30%
AGDI
262
Absolute Gestao de Investimentos
Brazil
$225K +$225K +1,069 New
JSW
263
Journey Strategic Wealth
New Jersey
$224K +$224K +1,065 New
B
264
Bailard
California
$223K +$223K +1,061 New
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$218K – – –
ATPW
266
Ashton Thomas Private Wealth
Arizona
$214K +$214K +1,019 New
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$212K +$212K +1,009 New
JSL
268
JT Stratford LLC
Georgia
$212K +$212K +1,009 New
USCWA
269
U.S. Capital Wealth Advisors
Texas
$212K +$212K +1,006 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$211K -$5.05K -24 -2%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$211K +$66.4K +312 +46%
OQS
272
Occudo Quantitative Strategies
Florida
$204K -$250K -1,188 -55%
SHFP
273
Second Half Financial Partners
Florida
$202K +$202K +959 New
AIP
274
Ameritas Investment Partners
Nebraska
$200K – – –
TRCT
275
Tower Research Capital (TRC)
New York
$198K +$130K +620 +193%
9 10
11
12 13