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Powell Industries

340 hedge funds and large institutions have $1.88B invested in Powell Industries in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 107 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 107

20.96% more ownership

Funds ownership: 269.75%290.71% (+21%)

17% more call options, than puts

Call options by funds: $88.4M | Put options by funds: $75.7M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 351340 (-11)

21% less capital invested

Capital invested by funds: $2.4B → $1.88B (-$515M)

Holders
340
Holders Change
-11
Holders Change %
-3.13%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
66
Increased
132
Reduced
107
Closed
72
Calls
$88.4M
Puts
$75.7M
Net Calls
+$12.6M
Net Calls Change
+$28.3M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$2.94M +$453K +6,492 +14%
RL
77
Ruffer LLP
United Kingdom
$2.86M +$3.51M +50,427 New
OAM
78
Oberweis Asset Management
Illinois
$2.86M
CIC
79
Carnegie Investment Counsel
Ohio
$2.81M +$545K +7,824 +19%
GAM
80
Gotham Asset Management
New York
$2.8M -$717K -10,284 -17%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$2.76M -$964K -13,827 -22%
AIM
82
Ausbil Investment Management
Australia
$2.76M +$1.21M +17,367 +56%
BCI
83
Brinker Capital Investments
Pennsylvania
$2.62M +$586K +8,406 +22%
OPS
84
Orion Portfolio Solutions
Nebraska
$2.62M +$586K +8,406 +22%
Citigroup
85
Citigroup
New York
$2.55M +$55.4K +795 +2%
Barclays
86
Barclays
United Kingdom
$2.53M -$987K -14,157 -24%
AssetMark Inc
87
AssetMark Inc
California
$2.52M +$756K +10,845 +32%
Franklin Resources
88
Franklin Resources
California
$2.33M -$578K -8,295 -17%
GVAG
89
Great Valley Advisor Group
Delaware
$2.32M +$820K +11,769 +40%
Mariner
90
Mariner
Kansas
$2.31M +$554K +7,941 +24%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$2.21M +$2.71M +38,859 New
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.15M +$2.64M +37,908 New
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$2.14M -$135K -1,938 -5%
AIC
94
Aurora Investment Counsel
Georgia
$2.06M +$2.53M +36,327 New
DFG
95
Demars Financial Group
Washington
$2.02M +$72.1M +1,033,734 New
VA
96
Vident Advisory
Georgia
$1.97M -$1.48M -21,171 -38%
SBH
97
Segall Bryant & Hamill
Illinois
$1.92M +$2.35M +33,780 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.83M -$669K -9,594 -23%
NIM
99
NEOS Investment Management
Connecticut
$1.82M +$1.78M +25,488 +393%
TE
100
Tema ETFs
New York
$1.76M +$1.74M +24,948 +413%

POWL Hedge Fund Activity: Q1 2025 in Review

340 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2025, worth a combined $1.88B — down 21% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of POWL and 66 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 132 added.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $72.1M. The largest seller was American Century Companies, cutting an estimated $62.7M.

  • 340 institutional investors held Powell Industries (POWL) as of Q1 2025, down from 351 in Q4 2024.
  • Funds reported $1.88B of Powell Industries stock for Q1 2025, down 21% quarter-over-quarter.
  • 66 funds opened new Powell Industries positions in Q1 2025 and 72 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q1 2025 was Demars Financial Group, an estimated $72.1M added.
  • The largest Powell Industries seller in Q1 2025 was American Century Companies, an estimated $62.7M sold.

Based on aggregated 13F filings for Q1 2025.