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Powell Industries

401 hedge funds and large institutions have $3.81B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 139 reducing their positions, and 38 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

13.11% more ownership

Funds ownership: 90.36%103.47% (+13%)

9% more funds holding

Funds holding: 367401 (+34)

4% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 139

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$216M
Puts
$62.9M
Net Calls
Net Calls Change

Top Buyers

1 +$209M
2 +$74.4M
3 +$43.5M
4
Morgan Stanley
Morgan Stanley
New York
+$38.8M
5
VC
Voss Capital
Texas
+$33.6M

Top Sellers

1 -$20.2M
2 -$19.6M
3 -$19.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
376
Vermillion & White Wealth Management Group
Pennsylvania
$7.01K
RFP
377
Root Financial Partners
California
$5.79K
BTI
378
Blue Trust Inc
Georgia
$4.27K
CT
379
Colonial Trust
South Carolina
$4.16K
BBHC
380
Brown Brothers Harriman & Co
New York
$2.74K
Optiver Holding
381
Optiver Holding
Netherlands
$2.44K
RA
382
Rise Advisors
New York
$2.44K
PMAM
383
Picton Mahoney Asset Management
Ontario, Canada
$2K
WWM
384
Wolff Wiese Magana
California
$1.83K
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$1.83K
AGWCA
386
Annis Gardner Whiting Capital Advisors
Florida
$1.22K
HWM
387
Hemington Wealth Management
Virginia
$1K
PFBT
388
Parkside Financial Bank & Trust
Missouri
$915
TIM
389
Tortoise Investment Management
New York
$914
CMA
390
Cedar Mountain Advisors
Oregon
$914
JWA
391
JFS Wealth Advisors
Pennsylvania
$610
TWD
392
True Wealth Design
Ohio
$610
CT
393
Clearstead Trust
Maine
$610
BFS
394
Bare Financial Services
Pennsylvania
$610
TFM
395
TFC Financial Management
Massachusetts
$305
LFG
396
Larson Financial Group
Missouri
$305
SIC
397
SJS Investment Consulting
Ohio
$305
AWM
398
Abound Wealth Management
Tennessee
$305
SS
399
Sunbelt Securities
Texas
$305
RWM
400
Rialto Wealth Management
New York
$305