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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
GVAG
101
Great Valley Advisor Group
Delaware
$3.36M -$94.4K -1,113 -3%
Universal-Beteiligungs- und Servicegesellschaft
102
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.27M -$481K -5,676 -15%
Citadel Advisors
103
Citadel Advisors
Florida
$3.26M -$11.3M -133,386 -81%
Victory Capital Management
104
Victory Capital Management
Texas
$3.2M -$16.3M -192,618 -86%
CM
105
CastleKnight Management
New York
$3.11M -$3.56M -42,000 -58%
Hudson Bay Capital Management
106
Hudson Bay Capital Management
Connecticut
$3.1M +$2.59M +30,489 New
Nordea Investment Management
107
Nordea Investment Management
Sweden
$3.03M +$39.2K +462 +2%
Prudential Financial
108
Prudential Financial
New Jersey
$2.88M -$90.6K -1,068 -4%
Canada Life
109
Canada Life
Manitoba, Canada
$2.8M +$51.6K +609 +2%
Franklin Resources
110
Franklin Resources
California
$2.79M -$1.12M -13,248 -33%
ASN
111
Advisory Services Network
Georgia
$2.78M +$701K +8,265 +43%
California State Teachers Retirement System (CalSTRS)
112
California State Teachers Retirement System (CalSTRS)
California
$2.7M +$254 +3 +0%
CCM
113
Candelo Capital Management
New York
$2.62M -$2.29M -27,051 -51%
BMSSC
114
B. Metzler seel. Sohn & Co
Germany
$2.56M – – –
AG
115
Algert Global
California
$2.56M -$3.77M -44,421 -64%
Comerica Bank
116
Comerica Bank
Texas
$2.55M +$310K +3,651 +17%
OC
117
Oppenheimer & Co
New York
$2.53M -$379K -4,473 -15%
CCS
118
Concentric Capital Strategies
Connecticut
$2.51M +$2.09M +24,696 New
RB
119
Rodgers Brothers
Pennsylvania
$2.47M -$63.6K -750 -3%
DIA
120
Dana Investment Advisors
Wisconsin
$2.46M +$33.3K +393 +2%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$2.43M +$1.27K +15 +0.1%
PTC
122
Private Trust Company
Ohio
$2.43M -$78.1K -921 -4%
MFG
123
Merit Financial Group
Georgia
$2.38M +$812K +9,573 +69%
SPC
124
Sigma Planning Corp
Michigan
$2.38M +$1.07M +12,570 +116%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$2.38M +$711K +8,382 +56%
3 4
5
6 7

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.