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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.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.89%
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
Kovitz Investment Group Partners
Illinois
+$343M
2
VC
Voss Capital
Texas
+$38.9M
3
PCM
Portolan Capital Management
Massachusetts
+$24.7M
4
First Trust Advisors
First Trust Advisors
Illinois
+$18.8M
5
OAM
Ophir Asset Management
Australia
+$17.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$94.4M
2
DFG
Demars Financial Group
Washington
-$71.8M
3
NVCHI
New Vernon Capital Holdings II
New Jersey
-$42.4M
4
NL
Nuveen LLC
North Carolina
-$32.4M
5
HHAM
HITE Hedge Asset Management
Massachusetts
-$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
326
Thurston Springer Miller Herd & Titak
Indiana
$8.42K +$8.42K +40 New
CA
327
CoreCap Advisors
Michigan
$8.23K – – –
Bessemer Group
328
Bessemer Group
New Jersey
$8K -$4.21K -20 -34%
GSWM
329
Golden State Wealth Management
California
$7.37K – – –
DWM
330
Darwin Wealth Management
Florida
$7.37K – – –
Optiver Holding
331
Optiver Holding
Netherlands
$7.16K +$7.16K +34 New
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$6.95K -$210 -1 -3%
S
333
SignatureFD
Georgia
$6.52K -$6.52K -31 -50%
PWMG
334
Private Wealth Management Group
New Jersey
$6.1K – – –
FFO
335
Fortitude Family Office
Arizona
$4.84K – – –
VWWMG
336
Vermillion & White Wealth Management Group
Pennsylvania
$4.84K +$1.05K +5 +28%
AF
337
Allworth Financial
California
$4.76K – – –
DF
338
Dunhill Financial
United Kingdom
$4.43K – – –
SIS
339
Sound Income Strategies
Florida
$3.58K – – –
CT
340
Colonial Trust
South Carolina
$3.22K +$3.22K +15 New
HFS
341
Hantz Financial Services
Michigan
$3K -$26.3K -114 -90%
BTI
342
Blue Trust Inc
Georgia
$2.95K -$421 -2 -13%
BBHC
343
Brown Brothers Harriman & Co
New York
$1.89K +$1.89K +9 New
BCMLT
344
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.69K – – –
IA
345
IFP Advisors
Florida
$1.68K – – –
WWM
346
Wolff Wiese Magana
California
$1.26K – – –
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
RA
348
Rise Advisors
New York
$1.26K +$1.26K +6 New
QL
349
Quarry LP
New York
$1.05K +$1.05K +5 New
PMAM
350
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
12 13
14
15 16