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Powell Industries

473 hedge funds and large institutions have $5.1B invested in Powell Industries in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 41

118% more call options, than puts

Call options by funds: $381M | Put options by funds: $175M

68% more capital invested

Capital invested by funds: $3.03B → $5.1B (+$2.07B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more funds holding

Funds holding: 421473 (+52)

3.9% less ownership

Funds ownership: 239.37%235.46% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 175

Holders
473
Holders Change
+52
Holders Change %
+12.35%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
101
Increased
152
Reduced
175
Closed
41
Calls
$381M
Puts
$175M
Net Calls
+$206M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
276
Corient Private Wealth
Florida
$647K -$122K -744 -17%
AAM
277
Advisors Asset Management
Colorado
$643K -$5.39K -33 -0.9%
JSW
278
Journey Strategic Wealth
New Jersey
$642K +$16.7K +102 +3%
EWM
279
Empirical Wealth Management
Washington
$637K -$438K -2,679 -43%
Teacher Retirement System of Texas
280
Teacher Retirement System of Texas
Texas
$627K +$568K +3,477 New
KWM
281
Kassira Wealth Management
Tennessee
$625K -$1.17M -7,149 -67%
TA
282
Tectonic Advisors
Texas
$620K -$357K -2,187 -18%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$619K -$36.8K -225 -6%
EWA
284
EP Wealth Advisors
California
$586K +$531K +3,249 New
ECM
285
Evergreen Capital Management
Washington
$582K +$1.96K +12 +0.4%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$578K -$48K -294 -8%
XT
287
XTX Topco
Cayman Islands
$574K -$596K -3,648 -53%
VPIM
288
Vanguard Personalized Indexing Management
California
$565K +$84.3K +516 +20%
Public Employees Retirement Association of Colorado
289
Public Employees Retirement Association of Colorado
Colorado
$561K
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$546K +$16.7K +102 +3%
SPC
291
Sigma Planning Corp
Michigan
$536K -$1.39M -8,490 -74%
HP
292
Havemeyer Place
Connecticut
$534K -$261K -1,599 -35%
Amundi
293
Amundi
France
$531K +$329K +2,013 +32%
RFC
294
Regions Financial Corp
Alabama
$530K -$222K -1,356 -32%
Balyasny Asset Management
295
Balyasny Asset Management
Illinois
$523K +$69.6K +426 +17%
BCA
296
Bay Colony Advisors
Massachusetts
$514K
SHFP
297
Second Half Financial Partners
Florida
$513K
SI
298
Sava Infond
Slovenia
$487K +$123K +750 +38%
AWM
299
AE Wealth Management
Kansas
$486K +$441K +2,697 New
X
300
Xponance
Pennsylvania
$483K +$69.1K +423 +19%