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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.

Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.9%
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
1
Kovitz Investment Group Partners
Illinois
$343M
2
VC
2
Voss Capital
Texas
$38.9M
3
PCM
3
Portolan Capital Management
Massachusetts
$35.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.1M
5
OAM
5
Ophir Asset Management
Australia
$42.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.6M
2
DFG
2
Demars Financial Group
Washington
$730K
3
NVCHI
3
New Vernon Capital Holdings II
New Jersey
$251K
4
NL
4
Nuveen LLC
North Carolina
$4.2M
5
HHAM
5
HITE Hedge Asset Management
Massachusetts
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
351
NewSquare Capital
Pennsylvania
$842 – – –
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
$842 +$842 +4 New
PFBT
353
Parkside Financial Bank & Trust
Missouri
$632 -$1.05K -5 -63%
BIA
354
Bell Investment Advisors
California
$421 -$842 -4 -67%
TWD
355
True Wealth Design
Ohio
$421 -$632 -3 -60%
SC
356
Stephens Consulting
Michigan
$421 -$632 -3 -60%
BFS
357
Bare Financial Services
Pennsylvania
$421 – – –
CT
358
Clearstead Trust
Maine
$421 +$421 +2 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$421 +$421 +2 New
SIC
360
SJS Investment Consulting
Ohio
$211 – – –
WCM
361
WealthTrak Capital Management
Virginia
$211 – – –
AWM
362
Abound Wealth Management
Tennessee
$211 – – –
TIM
363
Tortoise Investment Management
New York
$210 +$210 +1 New
LFG
364
Larson Financial Group
Missouri
$210 +$210 +1 New
ACA
365
Apis Capital Advisors
New York
– -$6.39M -37,500 Closed
PAM
366
Panagora Asset Management
Massachusetts
– -$5.2M -30,527 Closed
IAA
367
Independent Advisor Alliance
North Carolina
– -$3.75M -21,997 Closed
Tudor Investment Corp
368
Tudor Investment Corp
Connecticut
– -$2.14M -12,540 Closed
SBH
369
Segall Bryant & Hamill
Illinois
– -$1.92M -11,260 Closed
SRL
370
Scientech Research LLC
New Jersey
– -$971K -5,702 Closed
Jane Street
371
Jane Street
New York
– -$910K -5,341 Closed
HF
372
HRT Financial
New York
– -$833K -4,896 Closed
CF
373
Corebridge Financial
Texas
– -$832K -4,883 Closed
BCM
374
Bayesian Capital Management
New York
– -$581K -3,409 Closed
CIS
375
Custom Index Systems
New York
– -$538K -3,160 Closed
13 14
15
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