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Powell Industries

473 hedge funds and large institutions have $5.1B invested in Powell Industries in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 41

118% more call options, than puts

Call options by funds: $381M | Put options by funds: $175M

68% more capital invested

Capital invested by funds: $3.03B → $5.1B (+$2.07B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more funds holding

Funds holding: 421473 (+52)

3.9% less ownership

Funds ownership: 239.37%235.46% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 175

Holders
473
Holders Change
+52
Holders Change %
+12.35%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
101
Increased
152
Reduced
175
Closed
41
Calls
$381M
Puts
$175M
Net Calls
+$206M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
426
Blue Bell Private Wealth Management
Pennsylvania
$16.8K
FFO
427
Fortitude Family Office
Arizona
$15.2K +$2.45K +15 +22%
HIA
428
Harbor Investment Advisory
Maryland
$13.5K -$4.9K -30 -29%
SIS
429
Sound Income Strategies
Florida
$13.3K +$3.92K +24 +50%
WT
430
Whittier Trust
California
$13.1K
TPWA
431
Twin Peaks Wealth Advisors
California
$11.9K +$10.8K +66 New
SC
432
Solstein Capital
California
$10.8K -$2.45K -15 -20%
PWMG
433
Private Wealth Management Group
New Jersey
$9.74K -$2.94K -18 -25%
BFS
434
Bare Financial Services
Pennsylvania
$9.2K +$4.9K +30 +143%
WWM
435
Wolff Wiese Magana
California
$8.66K +$4.9K +30 +167%
KFAS
436
Keating Financial Advisory Services
Kansas
$8.66K +$4.9K +30 +167%
CTC
437
Central Trust Company
Missouri
$8.12K
EP
438
Essential Partners
California
$8.12K +$490 +3 +7%
LWMI
439
Legacy Wealth Management (Idaho)
Idaho
$7.04K
CFO
440
CVA Family Office
Colorado
$6.49K +$5.88K +36 New
FIM
441
FWL Investment Management
Texas
$6.49K +$5.88K +36 New
TWC
442
TD Waterhouse Canada
Ontario, Canada
$6.08K +$5.39K +33 New
BC
443
Bayforest Capital
United Kingdom
$5.41K +$4.9K +30 New
TCM
444
Triumph Capital Management
Colorado
$3.79K -$479K -2,931 -99%
MCA
445
McGuire Capital Advisors
Oklahoma
$3.79K
PMAM
446
Picton Mahoney Asset Management
Ontario, Canada
$3.79K
CT
447
Colonial Trust
South Carolina
$3.49K +$4.9K +30 +91%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$3.25K
JWA
449
JFS Wealth Advisors
Pennsylvania
$2.71K +$490 +3 +25%
ACM
450
Aster Capital Management
United Arab Emirates
$2.21K +$6.37K +39 New