We are live on ! Find out more
POWL icon

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
CA
301
CoreCap Advisors
Michigan
$6.65K -$30.9K -444 -79%
GSWM
302
Golden State Wealth Management
California
$5.96K +$7.32K +105 New
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$5.79K +$2.09K +30 +42%
T
304
Tidemark
California
$5.28K +$6.48K +93 New
RIL
305
Rothschild Investment LLC
Illinois
$5.11K +$2.72K +39 +76%
PWMG
306
Private Wealth Management Group
New Jersey
$4.94K – – –
CFB
307
Cullen/Frost Bankers
Texas
$4.61K +$836 +12 +17%
AF
308
Allworth Financial
California
$4.24K +$627 +9 +15%
FFO
309
Fortitude Family Office
Arizona
$3.92K – – –
DF
310
Dunhill Financial
United Kingdom
$3.58K – – –
LC
311
Lindbrook Capital
California
$3.24K +$2.93K +42 +280%
VWWMG
312
Vermillion & White Wealth Management Group
Pennsylvania
$3.07K +$3.76K +54 New
SIS
313
Sound Income Strategies
Florida
$2.9K – – –
BTI
314
Blue Trust Inc
Georgia
$2.73K -$34.3K -492 -91%
EWA
315
EverSource Wealth Advisors
Alabama
$2.21K +$2.09K +30 +333%
HCP
316
Hexagon Capital Partners
Arkansas
$2.21K +$2.09K +30 +333%
FHA
317
First Horizon Advisors
Tennessee
$1.53K – – –
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K – – –
PFBT
319
Parkside Financial Bank & Trust
Missouri
$1.36K +$1.05K +15 +167%
WPA
320
West Paces Advisors
Georgia
$1.36K +$1.67K +24 New
CA
321
Continuum Advisory
Idaho
$1.19K – – –
BIA
322
Bell Investment Advisors
California
$1.02K -$627 -9 -33%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.02K – – –
WWM
324
Wolff Wiese Magana
California
$1.02K – – –
Amundi
325
Amundi
France
$1.02K -$911K -13,074 -100%
11 12
13
14 15

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.