We are live on ! Find out more
POWL icon

Powell Industries
POWL

412 hedge funds and large institutions have $3.82B invested in Powell Industries in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $216M | Put options by funds: $62.9M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

65% more capital invested

Capital invested by funds: $2.32B → $3.82B (+$1.5B)

37.94% more ownership

Funds ownership: 273.19% → 311.13% (+38%)

10% more funds holding

Funds holding: 373 → 412 (+39)

5% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 144

Holders
412
Holders Change
+39
Holders Change %
+10.46%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
137
Reduced
144
Closed
38
Calls
$216M
Puts
$62.9M
Net Calls
+$154M
Net Calls Change
+$97.5M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$175M
2
First Trust Advisors
First Trust Advisors
Illinois
+$62.1M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$36.3M
4
Morgan Stanley
Morgan Stanley
New York
+$32.4M
5
VC
Voss Capital
Texas
+$28M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
3
OAM
Ophir Asset Management
Australia
-$16.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
DB
Danske Bank
Denmark
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$29.4M +$3.61M +42,630 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$29.1M +$6.56M +77,319 +37%
SIMG
28
Stephens Investment Management Group
Texas
$27.3M +$1.39M +16,365 +6%
Goldman Sachs
29
Goldman Sachs
New York
$26.3M -$16.9M -199,164 -43%
DCM
30
Driehaus Capital Management
Illinois
$26M +$21.7M +255,999 New
RIA
31
RPG Investment Advisory
California
$24M +$132K +1,557 +0.7%
AI
32
Aperture Investors
New York
$23.6M +$19.7M +232,182 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$23.4M -$431K -5,088 -2%
BBCM
34
Broad Bay Capital Management
New York
$21.3M +$17.8M +209,970 New
WCM Investment Management
35
WCM Investment Management
California
$20.1M -$72.5K -855 -0.4%
IECM
36
Intrinsic Edge Capital Management
Illinois
$20M +$16.7M +196,800 New
RA
37
Royce & Associates
New York
$19.5M -$1.1M -12,921 -6%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$19M +$547K +6,447 +4%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$18M +$3.56M +42,039 +33%
HCM
40
Hodges Capital Management
Texas
$17.2M +$2.06M +24,330 +17%
NIM
41
NEOS Investment Management
Connecticut
$16.2M +$9.98M +117,714 +282%
TE
42
Tema ETFs
New York
$16.2M +$9.98M +117,714 +282%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$15.9M +$477K +5,625 +4%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$15.7M +$5.19M +61,248 +66%
OAM
45
Oberweis Asset Management
Illinois
$14.5M +$2.62M +30,900 +28%
Principal Financial Group
46
Principal Financial Group
Iowa
$13.9M -$7.24M -85,431 -38%
GIP
47
Granite Investment Partners
California
$13.1M +$57.7K +681 +0.5%
CIC
48
Carnegie Investment Counsel
Ohio
$12.4M +$3.61M +42,600 +53%
Cerity Partners
49
Cerity Partners
New York
$12.3M -$3.64M -42,939 -26%
VVP
50
Venture Visionary Partners
Ohio
$12.3M +$7.24M +85,434 +241%
1
2
3 4 5

POWL Hedge Fund Activity: Q3 2025 in Review

412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2025, worth a combined $3.82B — up 65% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new POWL positions and 38 closed out — a net gain of 42 holders — while 137 added to existing stakes and 144 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $175M. The largest seller was Goldman Sachs, cutting an estimated $16.9M.

  • 412 institutional investors held Powell Industries (POWL) as of Q3 2025, up from 373 in Q2 2025.
  • Funds reported $3.82B of Powell Industries stock for Q3 2025, up 65% quarter-over-quarter.
  • 80 funds opened new Powell Industries positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest Powell Industries buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $175M added.
  • The largest Powell Industries seller in Q3 2025 was Goldman Sachs, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2025.