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Powell Industries

418 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, 142 increasing their positions, 152 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)

23.64% less ownership

Funds ownership: 105.43%81.79% (-24%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
418
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
Corient Private Wealth
251
Corient Private Wealth
Florida
$460K
RFC
252
Regions Financial Corp
Alabama
$456K
Vontobel Holding
253
Vontobel Holding
Switzerland
$452K
BPC
254
Banque Pictet & Cie
Switzerland
$441K
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$440K
CI
256
CX Institutional
Indiana
$425K
TFS
257
Thoroughbred Financial Services
Tennessee
$417K
Jane Street
258
Jane Street
New York
$400K
IB
259
Intrust Bank
Kansas
$399K
BHCM
260
Brevan Howard Capital Management
Jersey
$392K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$389K
AAM
262
Advisors Asset Management
Colorado
$383K
NVCHI
263
New Vernon Capital Holdings II
New Jersey
$380K
Jones Financial Companies
264
Jones Financial Companies
Missouri
$378K
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$372K
JSW
266
Journey Strategic Wealth
New Jersey
$368K
FCM
267
Fieldview Capital Management
Michigan
$361K
GWM
268
GK Wealth Management
Nevada
$359K
ET
269
Entropy Technologies
New York
$357K
ATPW
270
Ashton Thomas Private Wealth
Arizona
$345K
ECM
271
Evergreen Capital Management
Washington
$342K
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$330K
MOS
273
MGO One Seven
Ohio
$322K
WWM
274
Whalen Wealth Management
Nevada
$321K
TCM
275
Triumph Capital Management
Colorado
$314K