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Powell Industries

418 hedge funds and large institutions have $3.03B invested in Powell Industries in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

21% less capital invested

Capital invested by funds: $3.82B → $3.03B (-$784M)

23.94% less ownership

Funds ownership: 103.69%79.75% (-24%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$177M
Puts
$50.4M
Net Calls
Net Calls Change

Top Buyers

1 +$48M
2 +$21.9M
3 +$18.5M
4
Squarepoint
Squarepoint
New York
+$14.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$13.9M

Top Sellers

1 -$705M
2 -$44.8M
3 -$37M
4
Morgan Stanley
Morgan Stanley
New York
-$34.9M
5
First Trust Advisors
First Trust Advisors
Illinois
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
101
Herald Investment Management
United Kingdom
$3.19M
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$2.92M
NA
103
NewEdge Advisors
Louisiana
$2.91M
Prudential Financial
104
Prudential Financial
New Jersey
$2.81M
Nordea Investment Management
105
Nordea Investment Management
Sweden
$2.77M
AG
106
Algert Global
California
$2.67M
LCM
107
Liberty Capital Management
Michigan
$2.58M
Canada Life
108
Canada Life
Manitoba, Canada
$2.54M
MFG
109
Merit Financial Group
Georgia
$2.52M
RB
110
Rodgers Brothers
Pennsylvania
$2.48M
SEI Investments
111
SEI Investments
Pennsylvania
$2.45M
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$2.42M
Comerica Bank
113
Comerica Bank
Texas
$2.41M
OC
114
Oppenheimer & Co
New York
$2.39M
Franklin Resources
115
Franklin Resources
California
$2.33M
EFH
116
Eaton Financial Holdings
Florida
$2.32M
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$2.18M
PTC
118
Private Trust Company
Ohio
$2.14M
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.14M
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$2.14M
IIM
121
INTECH Investment Management
Florida
$2.13M
WB
122
WesBanco Bank
West Virginia
$2.1M
IIM
123
Illumine Investment Management
Washington
$2.1M
DIA
124
Dana Investment Advisors
Wisconsin
$2.04M
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$2.03M