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Powell Industries

412 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $216M | Put options by funds: $62.9M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more capital invested

Capital invested by funds: $2.32B → $3.82B (+$1.5B)

37.94% more ownership

Funds ownership: 273.19%311.13% (+38%)

10% more funds holding

Funds holding: 373412 (+39)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

Holders
412
Holders Change
+39
Holders Change %
+10.46%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
137
Reduced
144
Closed
38
Calls
$216M
Puts
$62.9M
Net Calls
+$154M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
276
Norris Financial Group
South Carolina
$359K -$509 -6 -0.2%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$359K +$509 +6 +0.2%
GWM
278
GK Wealth Management
Nevada
$354K -$12.2K -144 -4%
JSW
279
Journey Strategic Wealth
New Jersey
$351K +$21.9K +258 +8%
BHCM
280
Brevan Howard Capital Management
Jersey
$344K +$287K +3,387 New
FT
281
Fiduciary Trust
Massachusetts
$327K +$273K +3,219 New
ECM
282
Evergreen Capital Management
Washington
$326K -$4.07K -48 -1%
B
283
Bailard
California
$323K
VCA
284
Verdence Capital Advisors
Maryland
$323K +$219K +2,586 New
USCWA
285
U.S. Capital Wealth Advisors
Texas
$322K +$12.7K +150 +5%
MOACM
286
Mutual of America Capital Management
New York
$322K -$39.2K -462 -13%
ATPW
287
Ashton Thomas Private Wealth
Arizona
$319K +$7.38K +87 +3%
Public Employees Retirement Association of Colorado
288
Public Employees Retirement Association of Colorado
Colorado
$316K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$315K +$23.9K +282 +10%
CBU
290
CIBC Bancorp USA
Illinois
$310K +$259K +3,054 New
SC
291
Shay Capital
New York
$305K +$254K +3,000 New
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$303K -$1.53K -18 -0.6%
IB
293
Intrust Bank
Kansas
$299K +$250K +2,943 New
JSL
294
JT Stratford LLC
Georgia
$296K -$9.41K -111 -4%
BCA
295
Bay Colony Advisors
Massachusetts
$290K +$242K +2,850 New
SHFP
296
Second Half Financial Partners
Florida
$289K -$2.54K -30 -1%
MDCM
297
Morgan Dempsey Capital Management
Wisconsin
$287K +$177K +2,088 +283%
AIP
298
ARS Investment Partners
New York
$277K -$119K -1,404 -34%
TI
299
Tidal Investments
Wisconsin
$276K -$165K -1,944 -42%
OIA
300
OneDigital Investment Advisors
Kansas
$276K +$230K +2,718 New

POWL Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2025, worth a combined $3.82B — up 65% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new POWL positions and 38 closed out — a net gain of 42 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $16.9M.

  • 412 institutional investors held Powell Industries (POWL) as of Q3 2025, up from 373 in Q2 2025.
  • Funds reported $3.82B of Powell Industries stock for Q3 2025, up 65% quarter-over-quarter.
  • 80 funds opened new Powell Industries positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest Powell Industries buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $175M added.
  • The largest Powell Industries seller in Q3 2025 was Goldman Sachs, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.