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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
AGWCA
451
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
TCA
452
Trifecta Capital Advisors
Illinois
$1.62K +$1.47K +9 New
CMA
453
Cedar Mountain Advisors
Oregon
$1.62K
HNW
454
High Note Wealth
Minnesota
$1.62K +$1.47K +9 New
PEAK6
455
PEAK6
Illinois
$1.52K +$490 +3 +50%
TWD
456
True Wealth Design
Ohio
$1.08K
GWM
457
Gilpin Wealth Management
Colorado
$1.08K +$490 +3 +100%
SIC
458
SJS Investment Consulting
Ohio
$1.08K +$490 +3 +100%
AW
459
Ankerstar Wealth
Texas
$1.08K
QL
460
Quarry LP
New York
$1.08K +$981 +6 New
AW
461
Avion Wealth
Texas
$1K
RIAS
462
Rachor Investment Advisory Services
Michigan
$542
RWM
463
Rialto Wealth Management
New York
$542
TCM
464
TD Capital Management
Tennessee
$542
TFM
465
TFC Financial Management
Massachusetts
$542
BIA
466
Bell Investment Advisors
California
$542 +$490 +3 New
HFS
467
Hughes Financial Services
Virginia
$541 -$67.2K -411 -99%
BHWM
468
Bay Harbor Wealth Management
Maryland
$541
SS
469
Sunbelt Securities
Texas
$541
GSEP
470
Golden State Equity Partners
California
$541 +$490 +3 New
HIA
471
HFM Investment Advisors
New Jersey
$541 +$490 +3 New
SHIM
472
Stone House Investment Management
Pennsylvania
$541 +$490 +3 New
VWM
473
Vermillion Wealth Management
Minnesota
$541 +$490 +3 New
Lord, Abbett & Co
474
Lord, Abbett & Co
New Jersey
-$29.5M -277,572 Closed
SPPAM
475
Summit Partners Public Asset Management
Massachusetts
-$27.1M -254,889 Closed