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Powell Industries

412 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, 137 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $216M | Put options by funds: $62.9M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more capital invested

Capital invested by funds: $2.32B → $3.82B (+$1.5B)

37.94% more ownership

Funds ownership: 273.19%311.13% (+38%)

10% more funds holding

Funds holding: 373412 (+39)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

Holders
412
Holders Change
+39
Holders Change %
+10.46%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
137
Reduced
144
Closed
38
Calls
$216M
Puts
$62.9M
Net Calls
+$154M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
401
Bare Financial Services
Pennsylvania
$610
CT
402
Clearstead Trust
Maine
$610
JWA
403
JFS Wealth Advisors
Pennsylvania
$610
TWD
404
True Wealth Design
Ohio
$610
IA
405
IFP Advisors
Florida
$610 +$509 +6 New
TFM
406
TFC Financial Management
Massachusetts
$305 -$28K -330 -99%
AWM
407
Abound Wealth Management
Tennessee
$305
LFG
408
Larson Financial Group
Missouri
$305
SIC
409
SJS Investment Consulting
Ohio
$305
RWM
410
Rialto Wealth Management
New York
$305 +$254 +3 New
SS
411
Sunbelt Securities
Texas
$305 +$254 +3 New
BAM
412
Bosun Asset Management
Illinois
-$4.4M -62,790 Closed
RL
413
Ruffer LLP
United Kingdom
-$3.63M -51,813 Closed
HHAM
414
HITE Hedge Asset Management
Massachusetts
-$2.95M -42,123 Closed
Marshall Wace
415
Marshall Wace
United Kingdom
-$1.85M -26,343 Closed
Axa
416
Axa
France
-$1.78M -25,440 Closed
MF
417
Magnetar Financial
Illinois
-$1.51M -21,474 Closed
ECM
418
ExodusPoint Capital Management
New York
-$1.31M -18,666 Closed
YIH
419
Y-Intercept (HK)
Hong Kong
-$1.16M -16,539 Closed
II
420
Inspire Investing
Idaho
-$1M -14,319 Closed
FRM
421
Fox Run Management
Connecticut
-$904K -12,888 Closed
Macquarie Group
422
Macquarie Group
Australia
-$781K -11,136 Closed
FIM
423
Freedom Investment Management
Connecticut
-$713K -10,167 Closed
NRD
424
Nebula Research & Development
New York
-$704K -10,032 Closed
TI
425
Trexquant Investment
Connecticut
-$698K -9,957 Closed

POWL Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2025, worth a combined $3.82B — up 65% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new POWL positions and 38 closed out — a net gain of 42 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $16.9M.

  • 412 institutional investors held Powell Industries (POWL) as of Q3 2025, up from 373 in Q2 2025.
  • Funds reported $3.82B of Powell Industries stock for Q3 2025, up 65% quarter-over-quarter.
  • 80 funds opened new Powell Industries positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest Powell Industries buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $175M added.
  • The largest Powell Industries seller in Q3 2025 was Goldman Sachs, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.