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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

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)

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
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
AGWCA
401
Annis Gardner Whiting Capital Advisors
Florida
$1.28K
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.28K
FHA
403
Flagship Harbor Advisors
Massachusetts
$1.27K
CCM
404
Chilton Capital Management
Texas
$957
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
PEAK6
409
PEAK6
Illinois
$637
RWM
410
Rialto Wealth Management
New York
$319
TFM
411
TFC Financial Management
Massachusetts
$319
SS
412
Sunbelt Securities
Texas
$319
SIC
413
SJS Investment Consulting
Ohio
$319
AWM
414
Abound Wealth Management
Tennessee
$319
AAP
415
Arax Advisory Partners
Colorado
$319
TCM
416
TD Capital Management
Tennessee
$319
APW
417
Atlantic Private Wealth
North Carolina
$319
RIAS
418
Rachor Investment Advisory Services
Michigan
$319
GWM
419
Gilpin Wealth Management
Colorado
$319
BHWM
420
Bay Harbor Wealth Management
Maryland
$318
Kovitz Investment Group Partners
421
Kovitz Investment Group Partners
Illinois
OAM
422
Ophir Asset Management
Australia
WCM Investment Management
423
WCM Investment Management
California
IECM
424
Intrinsic Edge Capital Management
Illinois
Capital Fund Management (CFM)
425
Capital Fund Management (CFM)
France