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Powell Industries
POWL

340 hedge funds and large institutions have $1.88B invested in Powell Industries in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 107 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 107

20.96% more ownership

Funds ownership: 269.75% → 290.71% (+21%)

17% more call options, than puts

Call options by funds: $88.4M | Put options by funds: $75.7M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 351 → 340 (-11)

21% less capital invested

Capital invested by funds: $2.4B → $1.88B (-$515M)

Holders
340
Holders Change
-11
Holders Change %
-3.13%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
66
Increased
132
Reduced
107
Closed
72
Calls
$88.4M
Puts
$75.7M
Net Calls
+$12.6M
Net Calls Change
+$28.3M

Top Buyers

1
DFG
Demars Financial Group
Washington
+$72.1M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
+$42.4M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$41.9M
4
GKIM
GW&K Investment Management
Massachusetts
+$34.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$33.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$62.7M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$40.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$33.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$22.9M
5
BlackRock
BlackRock
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
376
Trek Financial
Arizona
– -$299K -4,041 Closed
GT
377
Glenmede Trust
Pennsylvania
– -$273K -3,690 Closed
Walleye Trading
378
Walleye Trading
New York
– -$247K -3,549 Closed
GCM
379
Gallacher Capital Management
Colorado
– -$255K -3,447 Closed
IEFM
380
IQ EQ Fund Management
Ireland
– -$252K -3,417 Closed
PWM
381
Perigon Wealth Management
California
– -$291K -3,399 Closed
Allianz Asset Management
382
Allianz Asset Management
Germany
– -$244K -3,300 Closed
CGH
383
Crossmark Global Holdings
Texas
– -$240K -3,252 Closed
GHA
384
GW Henssler & Associates
Georgia
– -$238K -3,216 Closed
B
385
Bailard
California
– -$235K -3,183 Closed
MA
386
Mutual Advisors
Nebraska
– -$271K -3,165 Closed
ATPW
387
Ashton Thomas Private Wealth
Arizona
– -$223K -3,018 Closed
CHP
388
Cable Hill Partners
Oregon
– -$223K -3,018 Closed
CC
389
Corton Capital
Ontario, Canada
– -$205K -2,772 Closed
PIM
390
Plato Investment Management
Australia
– -$127K -1,716 Closed
T
391
Transce3nd
Texas
– -$78.2K -1,059 Closed
MAM
392
Meeder Asset Management
Ohio
– -$64.7K -876 Closed
TAM
393
Tucker Asset Management
Colorado
– -$43.2K -585 Closed
GM
394
GeoWealth Management
Illinois
– -$39.7K -537 Closed
CIAM
395
Caitong International Asset Management
Hong Kong
– -$35.5K -480 Closed
Walleye Capital
396
Walleye Capital
New York
– -$30.5K -438 Closed
TSMHT
397
Thurston Springer Miller Herd & Titak
Indiana
– -$17.3K -234 Closed
BAM
398
Byrne Asset Management
New Jersey
– -$13.3K -180 Closed
LFA
399
LGT Financial Advisors
Texas
– -$6.43K -87 Closed
HIM
400
Hillsdale Investment Management
Ontario, Canada
– -$5.54K -75 Closed
13 14 15
16
17

POWL Hedge Fund Activity: Q1 2025 in Review

340 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2025, worth a combined $1.88B — down 21% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of POWL and 66 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 132 added.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $72.1M. The largest seller was American Century Companies, cutting an estimated $62.7M.

  • 340 institutional investors held Powell Industries (POWL) as of Q1 2025, down from 351 in Q4 2024.
  • Funds reported $1.88B of Powell Industries stock for Q1 2025, down 21% quarter-over-quarter.
  • 66 funds opened new Powell Industries positions in Q1 2025 and 72 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q1 2025 was Demars Financial Group, an estimated $72.1M added.
  • The largest Powell Industries seller in Q1 2025 was American Century Companies, an estimated $62.7M sold.

Based on aggregated 13F filings for Q1 2025.