POWL icon

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 %
CAM
101
Congress Asset Management
Massachusetts
$2.45M +$2.45M +11,657 New
GVAG
102
Great Valley Advisor Group
Delaware
$2.4M -$475K -2,255 -17%
GAM
103
Gotham Asset Management
New York
$2.23M -$1.24M -5,873 -36%
QPW
104
Quantum Private Wealth
Florida
$2.22M +$326K +1,548 +17%
Truist Financial
105
Truist Financial
North Carolina
$2.21M +$911K +4,329 +70%
Nordea Investment Management
106
Nordea Investment Management
Sweden
$2.13M +$640 +3 +0%
LOAMU
107
Lombard Odier Asset Management (USA)
New York
$2.12M +$2.12M +10,070 New
KCM
108
Kennedy Capital Management
Missouri
$2.07M +$415K +1,974 +25%
Prudential Financial
109
Prudential Financial
New Jersey
$2.06M +$132K +628 +7%
OC
110
Oppenheimer & Co
New York
$2.06M +$557K +2,647 +37%
MML Investors Services
111
MML Investors Services
Massachusetts
$2.02M +$527K +2,505 +35%
OAC
112
OMERS Administration Corp
Ontario, Canada
$1.9M – – –
Canada Life
113
Canada Life
Manitoba, Canada
$1.9M -$1.47K -7 -0.1%
Citigroup
114
Citigroup
New York
$1.9M -$1.25M -5,933 -40%
California State Teachers Retirement System (CalSTRS)
115
California State Teachers Retirement System (CalSTRS)
California
$1.87M -$18.3K -87 -1%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$1.86M -$15.7M -74,409 -89%
Marshall Wace
117
Marshall Wace
United Kingdom
$1.85M +$1.85M +8,781 New
Axa
118
Axa
France
$1.78M – – –
BMSSC
119
B. Metzler seel. Sohn & Co
Germany
$1.77M – – –
RB
120
Rodgers Brothers
Pennsylvania
$1.76M – – –
PTC
121
Private Trust Company
Ohio
$1.74M +$927K +4,407 +114%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$1.69M +$139K +659 +9%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$1.68M +$223K +1,059 +15%
DIA
124
Dana Investment Advisors
Wisconsin
$1.67M -$98.1K -466 -6%
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$1.67M +$977K +4,645 +142%
3 4
5
6 7