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Powell Industries

403 hedge funds and large institutions have $3.81B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 135 increasing their positions, 139 reducing their positions, and 38 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: $ → $

13.11% more ownership

Funds ownership: 90.38%103.49% (+13%)

10% more funds holding

Funds holding: 368403 (+35)

3% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 139

Holders
403
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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
251
Fayez Sarofim & Co
Texas
$442K
CFMC
252
Curbstone Financial Management Corp
New Hampshire
$442K
CL
253
Choreo LLC
Illinois
$435K
OQS
254
Occudo Quantitative Strategies
Florida
$429K
Verition Fund Management
255
Verition Fund Management
Connecticut
$427K
RFC
256
Regions Financial Corp
Alabama
$419K
I
257
InceptionR
California
$416K
PCM
258
Prelude Capital Management
New York
$414K
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$412K
CI
260
CX Institutional
Indiana
$406K
TFS
261
Thoroughbred Financial Services
Tennessee
$398K
EWM
262
Empirical Wealth Management
Washington
$397K
MOS
263
MGO One Seven
Ohio
$387K
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$386K
AAM
265
Advisors Asset Management
Colorado
$371K
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$370K
VA
267
Valmark Advisers
Ohio
$369K
Vontobel Holding
268
Vontobel Holding
Switzerland
$366K
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$365K
CL
270
CIM LLC
New York
$364K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$364K
NVCHI
272
New Vernon Capital Holdings II
New Jersey
$363K
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$359K
GWM
274
GK Wealth Management
Nevada
$354K
JSW
275
Journey Strategic Wealth
New Jersey
$351K