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Powell Industries

421 hedge funds and large institutions have $3.03B invested in Powell Industries in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 153 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less capital invested

Capital invested by funds: $3.82B → $3.03B (-$784M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

71.77% less ownership

Funds ownership: 311.13%239.37% (-72%)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$50.4M
Net Calls
Net Calls Change

Top Buyers

1 +$48M
2 +$21.9M
3 +$18.5M
4
Squarepoint
Squarepoint
New York
+$14.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$13.9M

Top Sellers

1 -$705M
2 -$44.8M
3 -$37M
4
Morgan Stanley
Morgan Stanley
New York
-$34.9M
5
First Trust Advisors
First Trust Advisors
Illinois
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$32.8K
AF
352
Avanza Fonder
Sweden
$29.6K
GWM
353
Greenline Wealth Management
Florida
$29.4K
T
354
Tidemark
California
$29.3K
SL
355
Salomon & Ludwin
Virginia
$27.1K
EWM
356
Evolution Wealth Management
Florida
$27.1K
CFB
357
Cullen/Frost Bankers
Texas
$25.9K
CA
358
Clearstead Advisors
Ohio
$25.5K
WT
359
Whittier Trust
California
$25.2K
Bessemer Group
360
Bessemer Group
New Jersey
$23K
AIM
361
Anchor Investment Management
South Carolina
$22.3K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$22K
BAM
363
Bellevue Asset Management
Washington
$18.5K
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$16.9K
RIL
365
Rothschild Investment LLC
Illinois
$16.6K
CRI
366
Commonwealth Retirement Investments
Virginia
$15.9K
PA
367
Parallel Advisors
California
$14.7K
Mitsubishi UFJ Asset Management
368
Mitsubishi UFJ Asset Management
Japan
$14.1K
S
369
SignatureFD
Georgia
$12.1K
DWM
370
Darwin Wealth Management
Florida
$11.2K
GSWM
371
Golden State Wealth Management
California
$11.2K
HIA
372
Harbor Investment Advisory
Maryland
$11.2K
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$10.8K
Toronto Dominion Bank
374
Toronto Dominion Bank
Ontario, Canada
$10K
BBPWM
375
Blue Bell Private Wealth Management
Pennsylvania
$9.88K