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Powell Industries
POWL

Overview Fund Activity

365 hedge funds and large institutions have $2.3B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 120 reducing their positions, and 38 closing their positions.

Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
69
Increased
133
Reduced
120
Closed
38
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$343M
2
VC
2
Voss Capital
Texas
$38.9M
3
PCM
3
Portolan Capital Management
Massachusetts
$35.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.1M
5
OAM
5
Ophir Asset Management
Australia
$42.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.6M
2
DFG
2
Demars Financial Group
Washington
$730K
3
NVCHI
3
New Vernon Capital Holdings II
New Jersey
$251K
4
NL
4
Nuveen LLC
North Carolina
$4.2M
5
HHAM
5
HITE Hedge Asset Management
Massachusetts
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Clearstead Advisors
Ohio
$27.4K +$4.84K +23 +21%
TFM
302
TFC Financial Management
Massachusetts
$23.4K +$23.2K +110 +11,000%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K – – –
SWM
304
Spire Wealth Management
Virginia
$21.5K -$51.4K -244 -71%
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$20K +$20K +97 New
EWM
306
Evolution Wealth Management
Florida
$20K +$20K +95 New
EWA
307
EverSource Wealth Advisors
Alabama
$18.5K +$15.8K +75 +577%
TPWA
308
Twin Peaks Wealth Advisors
California
$17.8K +$17.8K +66 New
PA
309
Parallel Advisors
California
$17.7K +$211 +1 +1%
BIG
310
Brooklyn Investment Group
New York
$16.6K -$19.6K -93 -54%
HIA
311
Harbor Investment Advisory
Maryland
$15.2K – – –
AIM
312
Anchor Investment Management
South Carolina
$14.7K -$5.26K -25 -26%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$13.7K -$210 -1 -2%
HNB
314
Huntington National Bank
Ohio
$13.5K -$8.42K -40 -38%
CFB
315
Cullen/Frost Bankers
Texas
$13.3K +$7.6K +36 +133%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$13K -$167K -793 -93%
BWL
317
Bogart Wealth LLC
Virginia
$12.6K +$12.6K +60 New
RIL
318
Rothschild Investment LLC
Illinois
$11.6K +$5.26K +25 +83%
SPIA
319
Steward Partners Investment Advisory
New York
$10.5K -$10.1K -48 -49%
GWSG
320
GPS Wealth Strategies Group
Colorado
$10.5K – – –
SHF
321
Safe Harbor Fiduciary
Florida
$10.5K +$10.5K +50 New
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$9.65K -$22.7K -108 -70%
PS
323
Principal Securities
Iowa
$8.42K -$16.4K -78 -66%
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$8.42K – – –
BBPWM
325
Blue Bell Private Wealth Management
Pennsylvania
$8.42K – – –
11 12
13
14 15