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Powell Industries

474 hedge funds and large institutions have $5.11B invested in Powell Industries in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 152 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

118% more call options, than puts

Call options by funds: $381M | Put options by funds: $175M

68% more capital invested

Capital invested by funds: $3.03B → $5.11B (+$2.07B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

13% more funds holding

Funds holding: 421474 (+53)

3.88% less ownership

Funds ownership: 239.37%235.49% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 175

Holders
474
Holders Change
+53
Holders Change %
+12.59%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
102
Increased
152
Reduced
175
Closed
41
Calls
$381M
Puts
$175M
Net Calls
+$206M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$257K +$233K +1,425 New
EL
352
EWA LLC
Pennsylvania
$253K +$229K +1,404 New
SOAM
353
SBI Okasan Asset Management
Japan
$251K
CB
354
Commerce Bank
Missouri
$242K +$219K +1,341 New
CG
355
Caprock Group
Idaho
$231K +$209K +1,281 New
RMC
356
Ring Mountain Capital
California
$230K +$208K +1,275 New
EFG
357
Elevated Financial Group
Indiana
$227K +$205K +1,257 New
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$223K +$202K +1,236 New
CM
359
Castleark Management
Illinois
$222K -$206K -1,260 -51%
CCS
360
Concentric Capital Strategies
Connecticut
$222K +$201K +1,230 New
PFBT
361
Parkside Financial Bank & Trust
Missouri
$221K +$197K +1,206 +5,743%
EGM
362
Engineers Gate Manager
New York
$221K +$201K +1,227 New
MYIA
363
Mount Yale Investment Advisors
Colorado
$219K +$199K +1,215 New
PA
364
Profund Advisors
Maryland
$219K +$199K +1,215 New
GC
365
Guggenheim Capital
Illinois
$215K -$1.37M -8,412 -88%
HWM
366
HB Wealth Management
Georgia
$215K +$195K +1,191 New
Lido Advisors
367
Lido Advisors
California
$209K +$189K +1,158 New
VT
368
Vise Technologies
New York
$208K
AO
369
Advisor OS
Illinois
$208K +$188K +1,152 New
WA
370
Waverly Advisors
Alabama
$207K +$188K +1,149 New
BIG
371
Brooklyn Investment Group
New York
$205K +$186K +1,137 New
GT
372
Glenmede Trust
Pennsylvania
$205K +$186K +1,137 New
VCA
373
Verdence Capital Advisors
Maryland
$205K +$186K +1,137 New
CAG
374
Crestwood Advisors Group
Massachusetts
$205K +$185K +1,134 New
LW
375
Linscomb Wealth
Texas
$202K +$183K +1,119 New