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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
AF
376
Allworth Financial
California
$8.16K
KAS
377
Kemnay Advisory Services
New York
$7.97K
SC
378
Solstein Capital
California
$7.97K
PWMG
379
Private Wealth Management Group
New Jersey
$7.65K
FFO
380
Fortitude Family Office
Arizona
$7.33K
VWWMG
381
Vermillion & White Wealth Management Group
Pennsylvania
$7.33K
SIS
382
Sound Income Strategies
Florida
$6.72K
FFA
383
Frazier Financial Advisors
Ohio
$5.42K
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$5.42K
CTC
385
Central Trust Company
Missouri
$4.78K
BTI
386
Blue Trust Inc
Georgia
$4.46K
LWMI
387
Legacy Wealth Management (Idaho)
Idaho
$4.14K
CT
388
Colonial Trust
South Carolina
$3.6K
BBHC
389
Brown Brothers Harriman & Co
New York
$2.87K
PFBT
390
Parkside Financial Bank & Trust
Missouri
$2.23K
PMAM
391
Picton Mahoney Asset Management
Ontario, Canada
$2.23K
BFS
392
Bare Financial Services
Pennsylvania
$2.23K
MCA
393
McGuire Capital Advisors
Oklahoma
$2.23K
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$1.91K
WWM
395
Wolff Wiese Magana
California
$1.91K
KFAS
396
Keating Financial Advisory Services
Kansas
$1.91K
TFA
397
Toth Financial Advisory
Virginia
$1.59K
AGWCA
398
Annis Gardner Whiting Capital Advisors
Florida
$1.28K
JWA
399
JFS Wealth Advisors
Pennsylvania
$1.28K
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.27K