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Powell Industries
POWL

412 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $216M | Put options by funds: $62.9M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

65% more capital invested

Capital invested by funds: $2.32B → $3.82B (+$1.5B)

37.94% more ownership

Funds ownership: 273.19% → 311.13% (+38%)

10% more funds holding

Funds holding: 373 → 412 (+39)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

Holders
412
Holders Change
+39
Holders Change %
+10.46%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
137
Reduced
144
Closed
38
Calls
$216M
Puts
$62.9M
Net Calls
+$154M
Net Calls Change
+$97.5M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$175M
2
First Trust Advisors
First Trust Advisors
Illinois
+$62.1M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$36.3M
4
Morgan Stanley
Morgan Stanley
New York
+$32.4M
5
VC
Voss Capital
Texas
+$28M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
3
OAM
Ophir Asset Management
Australia
-$16.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
DB
Danske Bank
Denmark
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
351
Tidemark
California
$28K -$14K -165 -37%
EWA
352
EverSource Wealth Advisors
Alabama
$27.7K +$763 +9 +3%
EWM
353
Evolution Wealth Management
Florida
$27.4K -$1.27K -15 -5%
HNB
354
Huntington National Bank
Ohio
$23.5K +$3.31K +39 +20%
SL
355
Salomon & Ludwin
Virginia
$22.5K +$18.8K +222 New
CFB
356
Cullen/Frost Bankers
Texas
$22K +$2.29K +27 +14%
AIM
357
Anchor Investment Management
South Carolina
$21.3K – – –
WANY
358
Wealthspire Advisors (New York)
New York
$21.3K +$17.8K +210 New
WT
359
Whittier Trust
California
$21.3K +$17.8K +210 New
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$20.7K +$763 +9 +5%
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$19.2K +$254 +3 +2%
Bessemer Group
362
Bessemer Group
New Jersey
$19K +$5.6K +66 +58%
HFS
363
Hantz Financial Services
Michigan
$19K +$12.5K +147 +377%
BWL
364
Bogart Wealth LLC
Virginia
$18.3K – – –
BAM
365
Bellevue Asset Management
Washington
$17.7K +$14.8K +174 New
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$17K +$2.54K +30 +22%
CA
367
CoreCap Advisors
Michigan
$16.5K +$3.82K +45 +38%
RIL
368
Rothschild Investment LLC
Illinois
$15.2K -$1.27K -15 -9%
GWSG
369
GPS Wealth Strategies Group
Colorado
$15.2K – – –
SPIA
370
Steward Partners Investment Advisory
New York
$15.2K – – –
PA
371
Parallel Advisors
California
$12.8K -$10.7K -126 -50%
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$12.2K – – –
Mitsubishi UFJ Asset Management
373
Mitsubishi UFJ Asset Management
Japan
$12.2K – – –
HIA
374
Harbor Investment Advisory
Maryland
$10.7K -$9.41K -111 -51%
DWM
375
Darwin Wealth Management
Florida
$10.7K – – –
13 14
15
16 17

POWL Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2025, worth a combined $3.82B — up 65% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new POWL positions and 38 closed out — a net gain of 42 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $16.9M.

  • 412 institutional investors held Powell Industries (POWL) as of Q3 2025, up from 373 in Q2 2025.
  • Funds reported $3.82B of Powell Industries stock for Q3 2025, up 65% quarter-over-quarter.
  • 80 funds opened new Powell Industries positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest Powell Industries buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $175M added.
  • The largest Powell Industries seller in Q3 2025 was Goldman Sachs, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.