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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
PMAM
326
Picton Mahoney Asset Management
Ontario, Canada
$1K -$453K -6,504 -100%
PWMG
327
Prestige Wealth Management Group
New Jersey
$852 -$40.8K -585 -98%
TWD
328
True Wealth Design
Ohio
$852 -$8.99K -129 -90%
SC
329
Stephens Consulting
Michigan
$852 +$1.05K +15 New
NC
330
NewSquare Capital
Pennsylvania
$681 +$836 +12 New
LWMI
331
Legacy Wealth Management (Idaho)
Idaho
$511 – – –
RWM
332
Rialto Wealth Management
New York
$511 +$627 +9 New
BFS
333
Bare Financial Services
Pennsylvania
$341 +$418 +6 New
SIC
334
SJS Investment Consulting
Ohio
$171 -$209 -3 -50%
AWM
335
Abound Wealth Management
Tennessee
$171 – – –
TFM
336
TFC Financial Management
Massachusetts
$171 – – –
TCM
337
TD Capital Management
Tennessee
$171 +$209 +3 New
WCM
338
WealthTrak Capital Management
Virginia
$171 +$209 +3 New
GFPC
339
Global Financial Private Client
Florida
$170 +$209 +3 New
PSFG
340
Park Square Financial Group
Georgia
$7 -$11.5K -165 Closed
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
– -$33.5M -453,165 Closed
SA
342
Sanctuary Advisors
Indiana
– -$12.5M -158,583 Closed
DCM
343
Driehaus Capital Management
Illinois
– -$7.65M -103,557 Closed
SPC
344
Spirepoint Private Client
Florida
– -$4.97M -67,215 Closed
RFG
345
Range Financial Group
Oregon
– -$2.91M -39,360 Closed
EGI
346
EAM Global Investors
California
– -$2.28M -30,906 Closed
HI
347
Horizon Investments
North Carolina
– -$2.06M -27,870 Closed
FDS
348
Freedom Day Solutions
Texas
– -$1.92M -26,031 Closed
Credit Agricole
349
Credit Agricole
France
– -$1.54M -20,874 Closed
CC
350
Centiva Capital
New York
– -$1.53M -20,667 Closed
12 13
14
15 16

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.