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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

251% more call options, than puts

Call options by funds: $177M | Put options by funds: $50.4M

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

2% more funds holding

Funds holding: 412421 (+9)

6% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 153

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
+9
Holders Change %
+2.18%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
71
Increased
144
Reduced
153
Closed
56
Calls
$177M
Puts
$50.4M
Net Calls
+$127M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
376
Harbor Capital Advisors
Illinois
$9K -$1.65M -14,736 -99%
RFP
377
Root Financial Partners
California
$8.61K +$2.69K +24 +42%
AF
378
Allworth Financial
California
$8.16K +$337 +3 +4%
KAS
379
Kemnay Advisory Services
New York
$7.97K +$8.42K +75 New
SC
380
Solstein Capital
California
$7.97K +$8.42K +75 New
PWMG
381
Private Wealth Management Group
New Jersey
$7.65K -$1.68K -15 -17%
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 +$5.39K +48 New
FFA
385
Frazier Financial Advisors
Ohio
$5.42K +$5.73K +51 New
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$5.42K -$15.5K -138 -73%
CTC
387
Central Trust Company
Missouri
$4.78K +$5.05K +45 New
BTI
388
Blue Trust Inc
Georgia
$4.46K
EP
389
Essential Partners
California
$4.46K +$674 +6 +17%
LWMI
390
Legacy Wealth Management (Idaho)
Idaho
$4.14K +$4.38K +39 New
CT
391
Colonial Trust
South Carolina
$3.6K -$1.01K -9 -21%
BBHC
392
Brown Brothers Harriman & Co
New York
$2.87K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$2.23K +$1.35K +12 +133%
PMAM
394
Picton Mahoney Asset Management
Ontario, Canada
$2.23K
BFS
395
Bare Financial Services
Pennsylvania
$2.23K +$1.68K +15 +250%
MCA
396
McGuire Capital Advisors
Oklahoma
$2.23K +$2.36K +21 New
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$1.91K
WWM
398
Wolff Wiese Magana
California
$1.91K
KFAS
399
Keating Financial Advisory Services
Kansas
$1.91K +$2.02K +18 New
TFA
400
Toth Financial Advisory
Virginia
$1.59K +$1.68K +15 New