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Powell Industries

401 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, 134 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: 90.36%103.47% (+13%)

9% more funds holding

Funds holding: 367401 (+34)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 139

Holders
401
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
FT
276
Fiduciary Trust
Massachusetts
$327K
ECM
277
Evergreen Capital Management
Washington
$326K
B
278
Bailard
California
$323K
VCA
279
Verdence Capital Advisors
Maryland
$323K
USCWA
280
U.S. Capital Wealth Advisors
Texas
$322K
MOACM
281
Mutual of America Capital Management
New York
$322K
ATPW
282
Ashton Thomas Private Wealth
Arizona
$319K
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$316K
Jones Financial Companies
284
Jones Financial Companies
Missouri
$315K
CBU
285
CIBC Bancorp USA
Illinois
$310K
SC
286
Shay Capital
New York
$305K
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$303K
IB
288
Intrust Bank
Kansas
$299K
JSL
289
JT Stratford LLC
Georgia
$296K
BCA
290
Bay Colony Advisors
Massachusetts
$290K
SHFP
291
Second Half Financial Partners
Florida
$289K
MDCM
292
Morgan Dempsey Capital Management
Wisconsin
$287K
AIP
293
ARS Investment Partners
New York
$277K
TI
294
Tidal Investments
Wisconsin
$276K
OIA
295
OneDigital Investment Advisors
Kansas
$276K
VEA
296
Virtus ETF Advisers
New York
$267K
WS
297
Wedbush Securities
California
$264K
TSS
298
Two Sigma Securities
New York
$262K
VPIM
299
Vanguard Personalized Indexing Management
California
$258K
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$248K