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Powell Industries
POWL

Overview Fund Activity

365 hedge funds and large institutions have $2.3B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
69
Increased
133
Reduced
120
Closed
38
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$343M
2
VC
Voss Capital
Texas
$38.9M
3
PCM
Portolan Capital Management
Massachusetts
$35.9M
4
First Trust Advisors
First Trust Advisors
Illinois
$78.1M
5
OAM
Ophir Asset Management
Australia
$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$35.6M
2
DFG
Demars Financial Group
Washington
$730K
3
NVCHI
New Vernon Capital Holdings II
New Jersey
$251K
4
NL
Nuveen LLC
North Carolina
$4.2M
5
HHAM
HITE Hedge Asset Management
Massachusetts
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$17.3M +$2.72M +12,927 +19%
RIA
27
RPG Investment Advisory
California
$16.5M -$15.9M -75,760 -49%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$16.5M +$106K +505 +0.6%
Victory Capital Management
29
Victory Capital Management
Texas
$15.7M +$4.71M +22,358 +43%
Principal Financial Group
30
Principal Financial Group
Iowa
$15.6M +$3.88M +18,441 +33%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$14.7M +$8.17M +38,802 +126%
RA
32
Royce & Associates
New York
$14.3M -$282K -1,342 -2%
WCM Investment Management
33
WCM Investment Management
California
$14.2M +$753K +3,536 +6%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$12.7M +$67.3K +320 +0.5%
Citadel Advisors
35
Citadel Advisors
Florida
$11.6M -$1.69M -8,016 -13%
Cerity Partners
36
Cerity Partners
New York
$11.5M +$1.04M +4,918 +10%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$10.6M +$352K +1,672 +3%
HCM
38
Hodges Capital Management
Texas
$10.2M +$10.2M +48,330 New
American Century Companies
39
American Century Companies
Missouri
$10.1M -$813K -3,863 -7%
GIM
40
Granahan Investment Management
Massachusetts
$9.3M +$845K +4,013 +10%
GIP
41
Granite Investment Partners
California
$8.98M +$8.98M +42,669 New
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$8.95M +$8.14M +38,769 +1,010%
UBS AM
43
UBS AM
Illinois
$8.11M +$2.12M +10,097 +36%
Two Sigma Investments
44
Two Sigma Investments
New York
$8.03M +$7.18M +34,130 +850%
OAM
45
Oberweis Asset Management
Illinois
$7.83M +$4.29M +20,400 +121%
AQR Capital Management
46
AQR Capital Management
Connecticut
$7.44M -$2.09M -9,925 -22%
LPL Financial
47
LPL Financial
California
$7.3M -$221K -1,048 -3%
AMG
48
Advisors Management Group
Wisconsin
$7.28M +$64.4K +306 +0.9%
Wells Fargo
49
Wells Fargo
California
$7.1M -$6.42M -30,511 -47%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$7.1M +$7.1M +33,734 New
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