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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
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$311K
FC
277
FORA Capital
Florida
$306K
BCA
278
Bay Colony Advisors
Massachusetts
$303K
SHFP
279
Second Half Financial Partners
Florida
$303K
MDCM
280
Morgan Dempsey Capital Management
Wisconsin
$300K
CL
281
CIM LLC
New York
$299K
EW
282
Expressive Wealth
Illinois
$292K
HT
283
Headlands Technologies
Illinois
$285K
VPIM
284
Vanguard Personalized Indexing Management
California
$278K
SW
285
SkyOak Wealth
Michigan
$277K
JSL
286
JT Stratford LLC
Georgia
$274K
FFA
287
Farther Finance Advisors
California
$271K
MF
288
Magnetar Financial
Illinois
$269K
CM
289
Castleark Management
Illinois
$265K
GI
290
GAMMA Investing
California
$263K
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
$263K
HI
292
Harbour Investments
Wisconsin
$261K
FWA
293
Fulcrum Wealth Advisors
Washington
$258K
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$255K
OIA
295
OneDigital Investment Advisors
Kansas
$254K
AIP
296
Ameritas Investment Partners
Nebraska
$254K
GAMC
297
Garner Asset Management Corp
Texas
$253K
TI
298
Tidal Investments
Wisconsin
$243K
X
299
Xponance
Pennsylvania
$239K
AWE
300
Avidian Wealth Enterprises
Texas
$238K