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Powell Industries

374 hedge funds and large institutions have $2.32B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

74% more call options, than puts

Call options by funds: $132M | Put options by funds: $76.1M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more capital invested

Capital invested by funds: $1.88B → $2.32B (+$435M)

10% more funds holding

Funds holding: 340374 (+34)

8% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 123

17.51% less ownership

Funds ownership: 290.71%273.19% (-18%)

Holders
374
Holders Change
+34
Holders Change %
+10%
% of All Funds
4.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
74
Increased
133
Reduced
123
Closed
37
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$17.3M +$2.34M +38,781 +19%
DB
27
Danske Bank
Denmark
$16.5M -$2.82M -46,740 -17%
RIA
28
RPG Investment Advisory
California
$16.5M -$13.7M -227,280 -49%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$16.5M +$91.4K +1,515 +0.6%
Victory Capital Management
30
Victory Capital Management
Texas
$15.7M +$4.05M +67,074 +43%
Principal Financial Group
31
Principal Financial Group
Iowa
$15.6M +$3.34M +55,323 +33%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$14.7M +$7.02M +116,406 +126%
RA
33
Royce & Associates
New York
$14.3M -$243K -4,026 -2%
WCM Investment Management
34
WCM Investment Management
California
$14.2M +$640K +10,608 +6%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$12.7M +$57.9K +960 +0.5%
Citadel Advisors
36
Citadel Advisors
Florida
$11.6M -$1.45M -24,048 -13%
Cerity Partners
37
Cerity Partners
New York
$11.5M +$890K +14,754 +10%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$10.6M +$303K +5,016 +3%
HCM
39
Hodges Capital Management
Texas
$10.2M +$8.75M +144,990 New
American Century Companies
40
American Century Companies
Missouri
$10.1M -$699K -11,589 -7%
GIM
41
Granahan Investment Management
Massachusetts
$9.3M +$726K +12,039 +10%
GIP
42
Granite Investment Partners
California
$8.98M +$7.72M +128,007 New
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$8.95M +$7.02M +116,307 +1,010%
UBS AM
44
UBS AM
Illinois
$8.11M +$1.83M +30,291 +36%
Two Sigma Investments
45
Two Sigma Investments
New York
$8.03M +$6.18M +102,390 +850%
OAM
46
Oberweis Asset Management
Illinois
$7.83M +$3.69M +61,200 +121%
AQR Capital Management
47
AQR Capital Management
Connecticut
$7.44M -$1.8M -29,775 -22%
LPL Financial
48
LPL Financial
California
$7.3M -$190K -3,144 -3%
AMG
49
Advisors Management Group
Wisconsin
$7.28M +$55.4K +918 +0.9%
Wells Fargo
50
Wells Fargo
California
$7.1M -$5.52M -91,533 -47%

POWL Hedge Fund Activity: Q2 2025 in Review

374 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2025, worth a combined $2.32B — up 23% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new POWL positions and 37 closed out — a net gain of 37 holders — while 133 added to existing stakes and 123 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $295M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 374 institutional investors held Powell Industries (POWL) as of Q2 2025, up from 340 in Q1 2025.
  • Funds reported $2.32B of Powell Industries stock for Q2 2025, up 23% quarter-over-quarter.
  • 74 funds opened new Powell Industries positions in Q2 2025 and 37 closed out, a net change of +37 holders.
  • The largest Powell Industries buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $295M added.
  • The largest Powell Industries seller in Q2 2025 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q2 2025.