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Powell Industries

421 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, 144 increasing their positions, 153 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)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

71.77% less ownership

Funds ownership: 311.13%239.37% (-72%)

Holders
421
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
HCA
376
Harbor Capital Advisors
Illinois
$9K
RFP
377
Root Financial Partners
California
$8.61K
AF
378
Allworth Financial
California
$8.16K
SC
379
Solstein Capital
California
$7.97K
KAS
380
Kemnay Advisory Services
New York
$7.97K
PWMG
381
Private Wealth Management Group
New Jersey
$7.65K
FFO
382
Fortitude Family Office
Arizona
$7.33K
VWWMG
383
Vermillion & White Wealth Management Group
Pennsylvania
$7.33K
SIS
384
Sound Income Strategies
Florida
$6.72K
FFA
385
Frazier Financial Advisors
Ohio
$5.42K
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$5.42K
CTC
387
Central Trust Company
Missouri
$4.78K
BTI
388
Blue Trust Inc
Georgia
$4.46K
EP
389
Essential Partners
California
$4.46K
LWMI
390
Legacy Wealth Management (Idaho)
Idaho
$4.14K
CT
391
Colonial Trust
South Carolina
$3.6K
BBHC
392
Brown Brothers Harriman & Co
New York
$2.87K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$2.23K
PMAM
394
Picton Mahoney Asset Management
Ontario, Canada
$2.23K
BFS
395
Bare Financial Services
Pennsylvania
$2.23K
MCA
396
McGuire Capital Advisors
Oklahoma
$2.23K
WWM
397
Wolff Wiese Magana
California
$1.91K
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$1.91K
KFAS
399
Keating Financial Advisory Services
Kansas
$1.91K
TFA
400
Toth Financial Advisory
Virginia
$1.59K