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Powell Industries

421 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, 144 increasing their positions, 153 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)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

71.77% less ownership

Funds ownership: 311.13%239.37% (-72%)

Holders
421
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
Fayez Sarofim & Co
251
Fayez Sarofim & Co
Texas
$462K
Corient Private Wealth
252
Corient Private Wealth
Florida
$460K
RFC
253
Regions Financial Corp
Alabama
$456K
Vontobel Holding
254
Vontobel Holding
Switzerland
$452K
BPC
255
Banque Pictet & Cie
Switzerland
$441K
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$440K
CI
257
CX Institutional
Indiana
$425K
TFS
258
Thoroughbred Financial Services
Tennessee
$417K
Jane Street
259
Jane Street
New York
$400K
IB
260
Intrust Bank
Kansas
$399K
BHCM
261
Brevan Howard Capital Management
Jersey
$392K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$389K
AAM
263
Advisors Asset Management
Colorado
$383K
NVCHI
264
New Vernon Capital Holdings II
New Jersey
$380K
Jones Financial Companies
265
Jones Financial Companies
Missouri
$378K
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$372K
JSW
267
Journey Strategic Wealth
New Jersey
$368K
FCM
268
Fieldview Capital Management
Michigan
$361K
GWM
269
GK Wealth Management
Nevada
$359K
ET
270
Entropy Technologies
New York
$357K
ATPW
271
Ashton Thomas Private Wealth
Arizona
$345K
ECM
272
Evergreen Capital Management
Washington
$342K
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$330K
MOS
274
MGO One Seven
Ohio
$322K
WWM
275
Whalen Wealth Management
Nevada
$321K