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Powell Industries

418 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, 142 increasing their positions, 152 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)

23.94% less ownership

Funds ownership: 103.69%79.75% (-24%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
418
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
GWM
351
Greenline Wealth Management
Florida
$29.4K
T
352
Tidemark
California
$29.3K
SL
353
Salomon & Ludwin
Virginia
$27.1K
EWM
354
Evolution Wealth Management
Florida
$27.1K
CFB
355
Cullen/Frost Bankers
Texas
$25.9K
CA
356
Clearstead Advisors
Ohio
$25.5K
WT
357
Whittier Trust
California
$25.2K
Bessemer Group
358
Bessemer Group
New Jersey
$23K
AIM
359
Anchor Investment Management
South Carolina
$22.3K
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$22K
BAM
361
Bellevue Asset Management
Washington
$18.5K
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$16.9K
RIL
363
Rothschild Investment LLC
Illinois
$16.6K
CRI
364
Commonwealth Retirement Investments
Virginia
$15.9K
PA
365
Parallel Advisors
California
$14.7K
Mitsubishi UFJ Asset Management
366
Mitsubishi UFJ Asset Management
Japan
$14.1K
S
367
SignatureFD
Georgia
$12.1K
HIA
368
Harbor Investment Advisory
Maryland
$11.2K
DWM
369
Darwin Wealth Management
Florida
$11.2K
GSWM
370
Golden State Wealth Management
California
$11.2K
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$10.8K
Toronto Dominion Bank
372
Toronto Dominion Bank
Ontario, Canada
$10K
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$9.88K
HCA
374
Harbor Capital Advisors
Illinois
$9K
RFP
375
Root Financial Partners
California
$8.61K