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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
TCM
251
Triumph Capital Management
Colorado
$462K +$386K +4,551 New
IAA
252
Independent Advisor Alliance
North Carolina
$455K +$380K +4,476 New
P
253
Pitcairn
Pennsylvania
$443K -$63.6K -750 -15%
Fayez Sarofim & Co
254
Fayez Sarofim & Co
Texas
$442K – – –
CFMC
255
Curbstone Financial Management Corp
New Hampshire
$442K +$369K +4,350 New
CL
256
Choreo LLC
Illinois
$435K +$22.6K +267 +7%
OQS
257
Occudo Quantitative Strategies
Florida
$429K +$111K +1,314 +45%
Verition Fund Management
258
Verition Fund Management
Connecticut
$427K -$90.3K -1,065 -20%
RFC
259
Regions Financial Corp
Alabama
$419K +$29.3K +345 +9%
I
260
InceptionR
California
$416K +$347K +4,095 New
PCM
261
Prelude Capital Management
New York
$414K +$346K +4,077 New
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$412K -$352K -4,146 -51%
CI
263
CX Institutional
Indiana
$406K – – –
TFS
264
Thoroughbred Financial Services
Tennessee
$398K +$4.58K +54 +1%
EWM
265
Empirical Wealth Management
Washington
$397K +$38.2K +450 +13%
MOS
266
MGO One Seven
Ohio
$387K +$323K +3,807 New
Teacher Retirement System of Texas
267
Teacher Retirement System of Texas
Texas
$386K -$185K -2,181 -36%
AAM
268
Advisors Asset Management
Colorado
$371K -$763 -9 -0.2%
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$370K -$407K -4,797 -57%
VA
270
Valmark Advisers
Ohio
$369K -$614K -7,242 -67%
Vontobel Holding
271
Vontobel Holding
Switzerland
$366K -$34.3K -405 -10%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$365K +$47.6K +561 +19%
CL
273
CIM LLC
New York
$364K -$3.82K -45 -1%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$364K -$53.7K -633 -15%
NVCHI
275
New Vernon Capital Holdings II
New Jersey
$363K – – –
9 10
11
12 13

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.