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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
AGWCA
401
Annis Gardner Whiting Capital Advisors
Florida
$1.28K
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.28K +$674 +6 +100%
FHA
403
Flagship Harbor Advisors
Massachusetts
$1.27K -$245K -2,181 -99%
CCM
404
Chilton Capital Management
Texas
$957 +$1.01K +9 New
CMA
405
Cedar Mountain Advisors
Oregon
$956
IA
406
IFP Advisors
Florida
$638
TWD
407
True Wealth Design
Ohio
$638
AW
408
Ankerstar Wealth
Texas
$638 +$674 +6 New
PEAK6
409
PEAK6
Illinois
$637 +$674 +6 New
AWM
410
Abound Wealth Management
Tennessee
$319
RWM
411
Rialto Wealth Management
New York
$319
SIC
412
SJS Investment Consulting
Ohio
$319
SS
413
Sunbelt Securities
Texas
$319
TFM
414
TFC Financial Management
Massachusetts
$319
AAP
415
Arax Advisory Partners
Colorado
$319 +$337 +3 New
APW
416
Atlantic Private Wealth
North Carolina
$319 +$337 +3 New
GWM
417
Gilpin Wealth Management
Colorado
$319 +$337 +3 New
RIAS
418
Rachor Investment Advisory Services
Michigan
$319 +$337 +3 New
TCM
419
TD Capital Management
Tennessee
$319 +$337 +3 New
BHWM
420
Bay Harbor Wealth Management
Maryland
$318 +$337 +3 New
Kovitz Investment Group Partners
421
Kovitz Investment Group Partners
Illinois
-$705M -6,943,422 Closed
OAM
422
Ophir Asset Management
Australia
-$37M -363,720 Closed
WCM Investment Management
423
WCM Investment Management
California
-$20.1M -198,900 Closed
IECM
424
Intrinsic Edge Capital Management
Illinois
-$20M -196,800 Closed
Capital Fund Management (CFM)
425
Capital Fund Management (CFM)
France
-$6.61M -65,022 Closed