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Powell Industries
POWL

340 hedge funds and large institutions have $1.88B invested in Powell Industries in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 107 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 107

20.96% more ownership

Funds ownership: 269.75% → 290.71% (+21%)

17% more call options, than puts

Call options by funds: $88.4M | Put options by funds: $75.7M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 351 → 340 (-11)

21% less capital invested

Capital invested by funds: $2.4B → $1.88B (-$515M)

Holders
340
Holders Change
-11
Holders Change %
-3.13%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
66
Increased
132
Reduced
107
Closed
72
Calls
$88.4M
Puts
$75.7M
Net Calls
+$12.6M
Net Calls Change
+$28.3M

Top Buyers

1
DFG
Demars Financial Group
Washington
+$72.1M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
+$42.4M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$41.9M
4
GKIM
GW&K Investment Management
Massachusetts
+$34.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$33.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$62.7M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$40.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$33.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$22.9M
5
BlackRock
BlackRock
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
276
Quadrant Capital Group
Ohio
$29.1K +$418 +6 +1%
SAM
277
Smartleaf Asset Management
Massachusetts
$28.5K – – –
LSA
278
Leonteq Securities AG
Switzerland
$27.3K +$29.3K +420 +700%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$26.2K -$54.6K -783 -63%
PS
280
Principal Securities
Iowa
$26.2K – – –
VCM
281
Versant Capital Management
Arizona
$25.2K +$30.9K +444 New
HFS
282
Hughes Financial Services
Virginia
$24.3K +$28.9K +414 New
MCM
283
Manchester Capital Management
Vermont
$23.9K +$29.3K +420 New
OIA
284
Optimum Investment Advisors
Illinois
$23.8K +$8.36K +120 +40%
HFS
285
Hantz Financial Services
Michigan
$22K +$26.6K +381 New
NS
286
NBC Securities
Alabama
$19K +$24K +345 New
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K +$16.7K +240 +276%
CA
288
Clearstead Advisors
Ohio
$18.2K +$2.09K +30 +10%
HNB
289
Huntington National Bank
Ohio
$17.7K +$8.99K +129 +70%
SPIA
290
Steward Partners Investment Advisory
New York
$16.7K – – –
AIM
291
Anchor Investment Management
South Carolina
$16.2K – – –
PA
292
Parallel Advisors
California
$14.1K +$1.05K +15 +6%
HIA
293
Harbor Investment Advisory
Maryland
$12.3K – – –
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$11.2K +$4.6K +66 +50%
S
295
SignatureFD
Georgia
$10.6K -$1.05K -15 -7%
Bessemer Group
296
Bessemer Group
New Jersey
$10K +$5.23K +75 +76%
GWSG
297
GPS Wealth Strategies Group
Colorado
$8.52K +$10.5K +150 New
DWM
298
Darwin Wealth Management
Florida
$7.76K – – –
BBPWM
299
Blue Bell Private Wealth Management
Pennsylvania
$6.81K -$2.09K -30 -20%
Mitsubishi UFJ Asset Management
300
Mitsubishi UFJ Asset Management
Japan
$6.81K – – –
10 11
12
13 14

POWL Hedge Fund Activity: Q1 2025 in Review

340 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2025, worth a combined $1.88B — down 21% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of POWL and 66 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 132 added.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $72.1M. The largest seller was American Century Companies, cutting an estimated $62.7M.

  • 340 institutional investors held Powell Industries (POWL) as of Q1 2025, down from 351 in Q4 2024.
  • Funds reported $1.88B of Powell Industries stock for Q1 2025, down 21% quarter-over-quarter.
  • 66 funds opened new Powell Industries positions in Q1 2025 and 72 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q1 2025 was Demars Financial Group, an estimated $72.1M added.
  • The largest Powell Industries seller in Q1 2025 was American Century Companies, an estimated $62.7M sold.

Based on aggregated 13F filings for Q1 2025.