POWL icon

Powell Industries

409 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, 135 increasing their positions, 143 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: $ → $

37.93% more ownership

Funds ownership: 273.13%311.06% (+38%)

11% more funds holding

Funds holding: 370409 (+39)

6% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 143

Holders
409
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 +$175M
2 +$62.1M
3 +$36.3M
4
Morgan Stanley
Morgan Stanley
New York
+$32.4M
5
VC
Voss Capital
Texas
+$28M

Top Sellers

1 -$16.9M
2 -$16.3M
3 -$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
S
376
SignatureFD
Georgia
$10.4K
C
377
Covestor
United Kingdom
$9K
PWMG
378
Private Wealth Management Group
New Jersey
$8.84K
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.84K
TFA
380
Transamerica Financial Advisors
Florida
$8.54K
AF
381
Allworth Financial
California
$7.5K
FFO
382
Fortitude Family Office
Arizona
$7.01K
VWWMG
383
Vermillion & White Wealth Management Group
Pennsylvania
$7.01K
RFP
384
Root Financial Partners
California
$5.79K
BTI
385
Blue Trust Inc
Georgia
$4.27K
CT
386
Colonial Trust
South Carolina
$4.16K
BBHC
387
Brown Brothers Harriman & Co
New York
$2.74K
Optiver Holding
388
Optiver Holding
Netherlands
$2.44K
RA
389
Rise Advisors
New York
$2.44K
PMAM
390
Picton Mahoney Asset Management
Ontario, Canada
$2K
WWM
391
Wolff Wiese Magana
California
$1.83K
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$1.83K
AGWCA
393
Annis Gardner Whiting Capital Advisors
Florida
$1.22K
HWM
394
Hemington Wealth Management
Virginia
$1K
PFBT
395
Parkside Financial Bank & Trust
Missouri
$915
TIM
396
Tortoise Investment Management
New York
$914
CMA
397
Cedar Mountain Advisors
Oregon
$914
CT
398
Clearstead Trust
Maine
$610
BFS
399
Bare Financial Services
Pennsylvania
$610
TWD
400
True Wealth Design
Ohio
$610