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Powell Industries

405 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 142 reducing their positions, and 39 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: $ → $

12.69% more ownership

Funds ownership: 91.04%103.74% (+13%)

9% more funds holding

Funds holding: 370405 (+35)

5% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 142

Holders
405
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
DB
Danske Bank
Denmark
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.84K
TFA
377
Transamerica Financial Advisors
Florida
$8.54K
IA
378
IFP Advisors
Florida
$7.93K
AF
379
Allworth Financial
California
$7.5K
FFO
380
Fortitude Family Office
Arizona
$7.01K
VWWMG
381
Vermillion & White Wealth Management Group
Pennsylvania
$7.01K
RFP
382
Root Financial Partners
California
$5.79K
BTI
383
Blue Trust Inc
Georgia
$4.27K
CT
384
Colonial Trust
South Carolina
$4.16K
BBHC
385
Brown Brothers Harriman & Co
New York
$2.74K
Optiver Holding
386
Optiver Holding
Netherlands
$2.44K
RA
387
Rise Advisors
New York
$2.44K
PMAM
388
Picton Mahoney Asset Management
Ontario, Canada
$2K
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$1.83K
WWM
390
Wolff Wiese Magana
California
$1.83K
AGWCA
391
Annis Gardner Whiting Capital Advisors
Florida
$1.22K
HWM
392
Hemington Wealth Management
Virginia
$1K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$915
TIM
394
Tortoise Investment Management
New York
$914
CMA
395
Cedar Mountain Advisors
Oregon
$914
CT
396
Clearstead Trust
Maine
$610
TWD
397
True Wealth Design
Ohio
$610
BFS
398
Bare Financial Services
Pennsylvania
$610
JWA
399
JFS Wealth Advisors
Pennsylvania
$610
TFM
400
TFC Financial Management
Massachusetts
$305