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Powell Industries

374 hedge funds and large institutions have $2.32B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

74% more call options, than puts

Call options by funds: $132M | Put options by funds: $76.1M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more capital invested

Capital invested by funds: $1.88B → $2.32B (+$435M)

10% more funds holding

Funds holding: 340374 (+34)

8% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 123

17.51% less ownership

Funds ownership: 290.71%273.19% (-18%)

Holders
374
Holders Change
+34
Holders Change %
+10%
% of All Funds
4.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
74
Increased
133
Reduced
123
Closed
37
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
CX Institutional
Indiana
$281K
Vontobel Holding
252
Vontobel Holding
Switzerland
$281K -$362 -6 -0.1%
TFS
253
Thoroughbred Financial Services
Tennessee
$271K -$58.8K -975 -20%
RFC
254
Regions Financial Corp
Alabama
$265K -$443K -7,350 -66%
AAM
255
Advisors Asset Management
Colorado
$257K +$7.6K +126 +4%
CL
256
CIM LLC
New York
$255K -$13.9K -231 -6%
MOACM
257
Mutual of America Capital Management
New York
$254K -$29.3K -486 -12%
GWM
258
GK Wealth Management
Nevada
$254K +$3.08K +51 +1%
NVCHI
259
New Vernon Capital Holdings II
New Jersey
$251K -$36.5M -605,016 -99%
NFG
260
Norris Financial Group
South Carolina
$248K -$7.42K -123 -3%
CWM
261
CIBC World Markets
New York
$248K -$162K -2,691 -43%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$247K -$21.2K -351 -9%
VI
263
Vestcor Inc
New Brunswick, Canada
$245K +$211K +3,495 New
EWM
264
Empirical Wealth Management
Washington
$242K +$208K +3,453 New
PAS
265
Park Avenue Securities
New York
$240K +$207K +3,426 New
ECM
266
Evergreen Capital Management
Washington
$229K -$36.9K -612 -16%
TSS
267
Two Sigma Securities
New York
$227K -$84.7K -1,404 -30%
AGDI
268
Absolute Gestao de Investimentos
Brazil
$225K +$193K +3,207 New
JSW
269
Journey Strategic Wealth
New Jersey
$224K +$193K +3,195 New
B
270
Bailard
California
$223K +$192K +3,183 New
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$218K
ATPW
272
Ashton Thomas Private Wealth
Arizona
$214K +$184K +3,057 New
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$212K +$183K +3,027 New
JSL
274
JT Stratford LLC
Georgia
$212K +$183K +3,027 New
USCWA
275
U.S. Capital Wealth Advisors
Texas
$212K +$182K +3,018 New

POWL Hedge Fund Activity: Q2 2025 in Review

374 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2025, worth a combined $2.32B — up 23% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new POWL positions and 37 closed out — a net gain of 37 holders — while 133 added to existing stakes and 123 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $295M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 374 institutional investors held Powell Industries (POWL) as of Q2 2025, up from 340 in Q1 2025.
  • Funds reported $2.32B of Powell Industries stock for Q2 2025, up 23% quarter-over-quarter.
  • 74 funds opened new Powell Industries positions in Q2 2025 and 37 closed out, a net change of +37 holders.
  • The largest Powell Industries buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $295M added.
  • The largest Powell Industries seller in Q2 2025 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q2 2025.