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Powell Industries

418 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, 142 increasing their positions, 152 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)

23.94% less ownership

Funds ownership: 103.69%79.75% (-24%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
418
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
CCM
401
Chilton Capital Management
Texas
$957
CMA
402
Cedar Mountain Advisors
Oregon
$956
IA
403
IFP Advisors
Florida
$638
TWD
404
True Wealth Design
Ohio
$638
AW
405
Ankerstar Wealth
Texas
$638
PEAK6
406
PEAK6
Illinois
$637
RWM
407
Rialto Wealth Management
New York
$319
SIC
408
SJS Investment Consulting
Ohio
$319
AWM
409
Abound Wealth Management
Tennessee
$319
SS
410
Sunbelt Securities
Texas
$319
TFM
411
TFC Financial Management
Massachusetts
$319
AAP
412
Arax Advisory Partners
Colorado
$319
GWM
413
Gilpin Wealth Management
Colorado
$319
APW
414
Atlantic Private Wealth
North Carolina
$319
TCM
415
TD Capital Management
Tennessee
$319
RIAS
416
Rachor Investment Advisory Services
Michigan
$319
BHWM
417
Bay Harbor Wealth Management
Maryland
$318
Kovitz Investment Group Partners
418
Kovitz Investment Group Partners
Illinois
OAM
419
Ophir Asset Management
Australia
WCM Investment Management
420
WCM Investment Management
California
IECM
421
Intrinsic Edge Capital Management
Illinois
Capital Fund Management (CFM)
422
Capital Fund Management (CFM)
France
ACM
423
Archon Capital Management
Washington
GIM
424
Granahan Investment Management
Massachusetts
GC
425
Globeflex Capital
California