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Powell Industries

421 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, 144 increasing their positions, 153 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)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

71.77% less ownership

Funds ownership: 311.13%239.37% (-72%)

Holders
421
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
TCM
276
Triumph Capital Management
Colorado
$314K
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$311K
FC
278
FORA Capital
Florida
$306K
BCA
279
Bay Colony Advisors
Massachusetts
$303K
SHFP
280
Second Half Financial Partners
Florida
$303K
MDCM
281
Morgan Dempsey Capital Management
Wisconsin
$300K
CL
282
CIM LLC
New York
$299K
EW
283
Expressive Wealth
Illinois
$292K
HT
284
Headlands Technologies
Illinois
$285K
VPIM
285
Vanguard Personalized Indexing Management
California
$278K
SW
286
SkyOak Wealth
Michigan
$277K
JSL
287
JT Stratford LLC
Georgia
$274K
FFA
288
Farther Finance Advisors
California
$271K
MF
289
Magnetar Financial
Illinois
$269K
CM
290
Castleark Management
Illinois
$265K
GI
291
GAMMA Investing
California
$263K
Balyasny Asset Management
292
Balyasny Asset Management
Illinois
$263K
HI
293
Harbour Investments
Wisconsin
$261K
FWA
294
Fulcrum Wealth Advisors
Washington
$258K
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$255K
OIA
296
OneDigital Investment Advisors
Kansas
$254K
AIP
297
Ameritas Investment Partners
Nebraska
$254K
GAMC
298
Garner Asset Management Corp
Texas
$253K
NFG
299
Norris Financial Group
South Carolina
$249K
TI
300
Tidal Investments
Wisconsin
$243K