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Powell Industries

339 hedge funds and large institutions have $1.87B invested in Powell Industries in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-8
Holders Change %
-2.31%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
69
Increased
129
Reduced
106
Closed
69
Calls
$88.4M
Puts
$75.7M
Net Calls
+$12.6M
Net Calls Change
+$28.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
326
Prestige Wealth Management Group
New Jersey
$852 -$33.2K -195 -98%
TWD
327
True Wealth Design
Ohio
$852 -$7.33K -43 -90%
SC
328
Stephens Consulting
Michigan
$852 +$852 +5 New
NC
329
NewSquare Capital
Pennsylvania
$681 +$681 +4 New
LWMI
330
Legacy Wealth Management (Idaho)
Idaho
$511
RWM
331
Rialto Wealth Management
New York
$511 +$511 +3 New
BFS
332
Bare Financial Services
Pennsylvania
$341 +$341 +2 New
SIC
333
SJS Investment Consulting
Ohio
$171 -$171 -1 -50%
TFM
334
TFC Financial Management
Massachusetts
$171
AWM
335
Abound Wealth Management
Tennessee
$171
TCM
336
TD Capital Management
Tennessee
$171 +$171 +1 New
WCM
337
WealthTrak Capital Management
Virginia
$171 +$171 +1 New
GFPC
338
Global Financial Private Client
Florida
$170 +$170 +1 New
PSFG
339
Park Square Financial Group
Georgia
$7 -$12.2K -55 Closed
Arrowstreet Capital
340
Arrowstreet Capital
Massachusetts
-$33.5M -151,055 Closed
DCM
341
Driehaus Capital Management
Illinois
-$7.65M -34,519 Closed
SPC
342
Spirepoint Private Client
Florida
-$4.97M -22,405 Closed
RFG
343
Range Financial Group
Oregon
-$2.91M -13,120 Closed
EGI
344
EAM Global Investors
California
-$2.28M -10,302 Closed
HI
345
Horizon Investments
North Carolina
-$2.06M -9,290 Closed
FDS
346
Freedom Day Solutions
Texas
-$1.92M -8,677 Closed
Credit Agricole
347
Credit Agricole
France
-$1.54M -6,958 Closed
CC
348
Centiva Capital
New York
-$1.53M -6,889 Closed
State of New Jersey Common Pension Fund D
349
State of New Jersey Common Pension Fund D
New Jersey
-$1.49M -6,719 Closed
Lazard Asset Management
350
Lazard Asset Management
New York
-$1.11M -4,988 Closed