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Powell Industries

374 hedge funds and large institutions have $2.32B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

74% more call options, than puts

Call options by funds: $132M | Put options by funds: $76.1M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more capital invested

Capital invested by funds: $1.88B → $2.32B (+$435M)

10% more funds holding

Funds holding: 340374 (+34)

8% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 123

17.51% less ownership

Funds ownership: 290.71%273.19% (-18%)

Holders
374
Holders Change
+34
Holders Change %
+10%
% of All Funds
4.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
74
Increased
133
Reduced
123
Closed
37
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
301
Versant Capital Management
Arizona
$35.8K +$3.98K +66 +15%
LSA
302
Leonteq Securities AG
Switzerland
$33.7K
SOW
303
State of Wyoming
Wyoming
$33K +$28.4K +471 New
MYIA
304
Mount Yale Investment Advisors
Colorado
$32.8K +$28.2K +468 New
SAM
305
Smartleaf Asset Management
Massachusetts
$31.5K -$2.35K -39 -8%
HFS
306
Hughes Financial Services
Virginia
$31.4K
T
307
Tidemark
California
$30.9K +$21K +348 +374%
CA
308
Clearstead Advisors
Ohio
$27.4K +$4.16K +69 +21%
TFM
309
TFC Financial Management
Massachusetts
$23.4K +$19.9K +330 +11,000%
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K
SWM
311
Spire Wealth Management
Virginia
$21.5K -$44.2K -732 -71%
BNP Paribas Asset Management
312
BNP Paribas Asset Management
France
$20K +$17.6K +291 New
EWM
313
Evolution Wealth Management
Florida
$20K +$17.2K +285 New
EWA
314
EverSource Wealth Advisors
Alabama
$18.5K +$13.6K +225 +577%
TPWA
315
Twin Peaks Wealth Advisors
California
$17.8K +$11.9K +198 New
PA
316
Parallel Advisors
California
$17.7K +$181 +3 +1%
BIG
317
Brooklyn Investment Group
New York
$16.6K -$16.8K -279 -54%
HIA
318
Harbor Investment Advisory
Maryland
$15.2K
AIM
319
Anchor Investment Management
South Carolina
$14.7K -$4.53K -75 -26%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$13.7K -$181 -3 -2%
HNB
321
Huntington National Bank
Ohio
$13.5K -$7.24K -120 -38%
CFB
322
Cullen/Frost Bankers
Texas
$13.3K +$6.52K +108 +133%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$13K -$144K -2,379 -93%
BWL
324
Bogart Wealth LLC
Virginia
$12.6K +$10.9K +180 New
RIL
325
Rothschild Investment LLC
Illinois
$11.6K +$4.53K +75 +83%

POWL Hedge Fund Activity: Q2 2025 in Review

374 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2025, worth a combined $2.32B — up 23% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new POWL positions and 37 closed out — a net gain of 37 holders — while 133 added to existing stakes and 123 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $295M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 374 institutional investors held Powell Industries (POWL) as of Q2 2025, up from 340 in Q1 2025.
  • Funds reported $2.32B of Powell Industries stock for Q2 2025, up 23% quarter-over-quarter.
  • 74 funds opened new Powell Industries positions in Q2 2025 and 37 closed out, a net change of +37 holders.
  • The largest Powell Industries buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $295M added.
  • The largest Powell Industries seller in Q2 2025 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q2 2025.