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Powell Industries

474 hedge funds and large institutions have $5.11B invested in Powell Industries in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 152 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | 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 → $5.11B (+$2.07B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

13% more funds holding

Funds holding: 421474 (+53)

3.88% less ownership

Funds ownership: 239.37%235.49% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 175

Holders
474
Holders Change
+53
Holders Change %
+12.59%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
102
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
Toronto Dominion Bank
426
Toronto Dominion Bank
Ontario, Canada
$17K
BBPWM
427
Blue Bell Private Wealth Management
Pennsylvania
$16.8K
FFO
428
Fortitude Family Office
Arizona
$15.2K +$2.45K +15 +22%
HIA
429
Harbor Investment Advisory
Maryland
$13.5K -$4.9K -30 -29%
SIS
430
Sound Income Strategies
Florida
$13.3K +$3.92K +24 +50%
WT
431
Whittier Trust
California
$13.1K
TPWA
432
Twin Peaks Wealth Advisors
California
$11.9K +$10.8K +66 New
SC
433
Solstein Capital
California
$10.8K -$2.45K -15 -20%
PWMG
434
Private Wealth Management Group
New Jersey
$9.74K -$2.94K -18 -25%
BFS
435
Bare Financial Services
Pennsylvania
$9.2K +$4.9K +30 +143%
WWM
436
Wolff Wiese Magana
California
$8.66K +$4.9K +30 +167%
KFAS
437
Keating Financial Advisory Services
Kansas
$8.66K +$4.9K +30 +167%
CTC
438
Central Trust Company
Missouri
$8.12K
EP
439
Essential Partners
California
$8.12K +$490 +3 +7%
LWMI
440
Legacy Wealth Management (Idaho)
Idaho
$7.04K
CFO
441
CVA Family Office
Colorado
$6.49K +$5.88K +36 New
FIM
442
FWL Investment Management
Texas
$6.49K +$5.88K +36 New
TWC
443
TD Waterhouse Canada
Ontario, Canada
$6.08K +$5.39K +33 New
BC
444
Bayforest Capital
United Kingdom
$5.41K +$4.9K +30 New
TCM
445
Triumph Capital Management
Colorado
$3.79K -$479K -2,931 -99%
MCA
446
McGuire Capital Advisors
Oklahoma
$3.79K
PMAM
447
Picton Mahoney Asset Management
Ontario, Canada
$3.79K
CT
448
Colonial Trust
South Carolina
$3.49K +$4.9K +30 +91%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$3.25K
JWA
450
JFS Wealth Advisors
Pennsylvania
$2.71K +$490 +3 +25%