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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
EP
351
Essential Partners
California
$2.31K +$1.99K +33 New
BBHC
352
Brown Brothers Harriman & Co
New York
$1.89K +$1.63K +27 New
BCMLT
353
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.69K
IA
354
IFP Advisors
Florida
$1.68K
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$1.26K
WWM
356
Wolff Wiese Magana
California
$1.26K
RA
357
Rise Advisors
New York
$1.26K +$1.09K +18 New
QL
358
Quarry LP
New York
$1.05K +$905 +15 New
PMAM
359
Picton Mahoney Asset Management
Ontario, Canada
$1K
NC
360
NewSquare Capital
Pennsylvania
$842
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$842 +$724 +12 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$632 -$905 -15 -63%
BIA
363
Bell Investment Advisors
California
$421 -$724 -12 -67%
SC
364
Stephens Consulting
Michigan
$421 -$543 -9 -60%
TWD
365
True Wealth Design
Ohio
$421 -$543 -9 -60%
BFS
366
Bare Financial Services
Pennsylvania
$421
CT
367
Clearstead Trust
Maine
$421 +$362 +6 New
JWA
368
JFS Wealth Advisors
Pennsylvania
$421 +$362 +6 New
AWM
369
Abound Wealth Management
Tennessee
$211
SIC
370
SJS Investment Consulting
Ohio
$211
WCM
371
WealthTrak Capital Management
Virginia
$211
LFG
372
Larson Financial Group
Missouri
$210 +$181 +3 New
TIM
373
Tortoise Investment Management
New York
$210 +$181 +3 New
ACA
374
Apis Capital Advisors
New York
-$6.39M -112,500 Closed
PAM
375
Panagora Asset Management
Massachusetts
-$5.2M -91,581 Closed

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.