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Powell Industries

403 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, 135 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: 90.38%103.49% (+13%)

10% more funds holding

Funds holding: 368403 (+35)

3% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 139

Holders
403
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
IA
376
IFP Advisors
Florida
$7.93K
AF
377
Allworth Financial
California
$7.5K
FFO
378
Fortitude Family Office
Arizona
$7.01K
VWWMG
379
Vermillion & White Wealth Management Group
Pennsylvania
$7.01K
RFP
380
Root Financial Partners
California
$5.79K
BTI
381
Blue Trust Inc
Georgia
$4.27K
CT
382
Colonial Trust
South Carolina
$4.16K
BBHC
383
Brown Brothers Harriman & Co
New York
$2.74K
Optiver Holding
384
Optiver Holding
Netherlands
$2.44K
RA
385
Rise Advisors
New York
$2.44K
PMAM
386
Picton Mahoney Asset Management
Ontario, Canada
$2K
WWM
387
Wolff Wiese Magana
California
$1.83K
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$1.83K
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
$1.22K
HWM
390
Hemington Wealth Management
Virginia
$1K
PFBT
391
Parkside Financial Bank & Trust
Missouri
$915
TIM
392
Tortoise Investment Management
New York
$914
CMA
393
Cedar Mountain Advisors
Oregon
$914
CT
394
Clearstead Trust
Maine
$610
TWD
395
True Wealth Design
Ohio
$610
JWA
396
JFS Wealth Advisors
Pennsylvania
$610
BFS
397
Bare Financial Services
Pennsylvania
$610
TFM
398
TFC Financial Management
Massachusetts
$305
LFG
399
Larson Financial Group
Missouri
$305
SIC
400
SJS Investment Consulting
Ohio
$305