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Powell Industries
POWL

412 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $216M | Put options by funds: $62.9M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

65% more capital invested

Capital invested by funds: $2.32B → $3.82B (+$1.5B)

37.94% more ownership

Funds ownership: 273.19% → 311.13% (+38%)

10% more funds holding

Funds holding: 373 → 412 (+39)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

Holders
412
Holders Change
+39
Holders Change %
+10.46%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
137
Reduced
144
Closed
38
Calls
$216M
Puts
$62.9M
Net Calls
+$154M
Net Calls Change
+$97.5M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$175M
2
First Trust Advisors
First Trust Advisors
Illinois
+$62.1M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$36.3M
4
Morgan Stanley
Morgan Stanley
New York
+$32.4M
5
VC
Voss Capital
Texas
+$28M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
3
OAM
Ophir Asset Management
Australia
-$16.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
DB
Danske Bank
Denmark
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
376
Golden State Wealth Management
California
$10.7K – – –
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$10.4K +$254 +3 +3%
S
378
SignatureFD
Georgia
$10.4K +$763 +9 +10%
C
379
Covestor
United Kingdom
$9K -$50.9K -600 -87%
PWMG
380
Private Wealth Management Group
New Jersey
$8.84K – – –
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.84K -$20.4K -240 -73%
TFA
382
Transamerica Financial Advisors
Florida
$8.54K +$7.38K +87 New
AF
383
Allworth Financial
California
$7.5K +$509 +6 +9%
FFO
384
Fortitude Family Office
Arizona
$7.01K – – –
VWWMG
385
Vermillion & White Wealth Management Group
Pennsylvania
$7.01K – – –
RFP
386
Root Financial Partners
California
$5.79K +$4.83K +57 New
BTI
387
Blue Trust Inc
Georgia
$4.27K – – –
CT
388
Colonial Trust
South Carolina
$4.16K -$254 -3 -7%
EP
389
Essential Partners
California
$3.66K +$254 +3 +9%
BBHC
390
Brown Brothers Harriman & Co
New York
$2.74K – – –
Optiver Holding
391
Optiver Holding
Netherlands
$2.44K -$6.61K -78 -76%
RA
392
Rise Advisors
New York
$2.44K +$509 +6 +33%
PMAM
393
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$1.83K – – –
WWM
395
Wolff Wiese Magana
California
$1.83K – – –
AGWCA
396
Annis Gardner Whiting Capital Advisors
Florida
$1.22K – – –
HWM
397
Hemington Wealth Management
Virginia
$1K +$509 +6 +67%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$915 – – –
TIM
399
Tortoise Investment Management
New York
$914 +$509 +6 +200%
CMA
400
Cedar Mountain Advisors
Oregon
$914 +$763 +9 New
14 15
16
17 18

POWL Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2025, worth a combined $3.82B — up 65% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new POWL positions and 38 closed out — a net gain of 42 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $16.9M.

  • 412 institutional investors held Powell Industries (POWL) as of Q3 2025, up from 373 in Q2 2025.
  • Funds reported $3.82B of Powell Industries stock for Q3 2025, up 65% quarter-over-quarter.
  • 80 funds opened new Powell Industries positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest Powell Industries buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $175M added.
  • The largest Powell Industries seller in Q3 2025 was Goldman Sachs, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.