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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
SPIA
326
Steward Partners Investment Advisory
New York
$10.5K -$8.69K -144 -49%
GWSG
327
GPS Wealth Strategies Group
Colorado
$10.5K
SHF
328
Safe Harbor Fiduciary
Florida
$10.5K +$9.05K +150 New
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$9.65K -$19.5K -324 -70%
PS
330
Principal Securities
Iowa
$8.42K -$14.1K -234 -66%
BBPWM
331
Blue Bell Private Wealth Management
Pennsylvania
$8.42K
Mitsubishi UFJ Asset Management
332
Mitsubishi UFJ Asset Management
Japan
$8.42K
TSMHT
333
Thurston Springer Miller Herd & Titak
Indiana
$8.42K +$7.24K +120 New
CA
334
CoreCap Advisors
Michigan
$8.23K
Bessemer Group
335
Bessemer Group
New Jersey
$8K -$3.62K -60 -34%
GSWM
336
Golden State Wealth Management
California
$7.37K
DWM
337
Darwin Wealth Management
Florida
$7.37K
Optiver Holding
338
Optiver Holding
Netherlands
$7.16K +$6.15K +102 New
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$6.95K -$181 -3 -3%
S
340
SignatureFD
Georgia
$6.52K -$5.61K -93 -50%
PWMG
341
Private Wealth Management Group
New Jersey
$6.1K
SC
342
Sawyer & Company
Massachusetts
$5.73K +$3.62K +60 New
FFO
343
Fortitude Family Office
Arizona
$4.84K
VWWMG
344
Vermillion & White Wealth Management Group
Pennsylvania
$4.84K +$905 +15 +28%
AF
345
Allworth Financial
California
$4.76K
DF
346
Dunhill Financial
United Kingdom
$4.43K
SIS
347
Sound Income Strategies
Florida
$3.58K
CT
348
Colonial Trust
South Carolina
$3.21K +$2.71K +45 New
HFS
349
Hantz Financial Services
Michigan
$3K -$20.6K -342 -90%
BTI
350
Blue Trust Inc
Georgia
$2.95K -$362 -6 -13%

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.