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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
SG Americas Securities
151
SG Americas Securities
New York
$1.37M
RBFC
152
Roman Butler Fullerton & Co
Missouri
$1.36M
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$1.35M
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.33M
TA
155
Tectonic Advisors
Texas
$1.33M
LFS
156
Littlejohn Financial Services
Oregon
$1.29M
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$1.29M
CIA
158
Concurrent Investment Advisors
Florida
$1.29M
RCG
159
Rock Creek Group
District of Columbia
$1.23M
Credit Agricole
160
Credit Agricole
France
$1.22M
SPC
161
Sigma Planning Corp
Michigan
$1.22M
VOYA Investment Management
162
VOYA Investment Management
Georgia
$1.21M
SFI
163
Susquehanna Fundamental Investments
Pennsylvania
$1.2M
PA
164
PFG Advisors
Arizona
$1.2M
WG
165
Winton Group
United Kingdom
$1.2M
PAG
166
Private Advisor Group
New Jersey
$1.16M
Osaic Holdings
167
Osaic Holdings
Arizona
$1.14M
KWM
168
Kassira Wealth Management
Tennessee
$1.13M
PWS
169
Peterson Wealth Services
Utah
$1.13M
NS
170
NBC Securities
Alabama
$1.11M
YCM
171
Yousif Capital Management
Michigan
$1.1M
FDS
172
First Dallas Securities
Texas
$1.08M
DFG
173
Demars Financial Group
Washington
$1.07M
JIR
174
James Investment Research
Ohio
$1.06M
Citadel Advisors
175
Citadel Advisors
Florida
$1.06M