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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
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$812K -$36.4K -522 -4%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$773K -$1.71M -24,555 -64%
Wolverine Trading
153
Wolverine Trading
Illinois
$769K -$15.3K -219 -2%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$749K -$20.9K -300 -2%
Two Sigma Investments
155
Two Sigma Investments
New York
$684K +$233K +3,336 +38%
ACM
156
Archon Capital Management
Washington
$680K +$835K +11,976 New
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$675K +$389K +5,574 +94%
ASN
158
Advisory Services Network
Georgia
$671K +$457K +6,555 +125%
PTC
159
Private Trust Company
Ohio
$660K +$111K +1,596 +16%
RFC
160
Regions Financial Corp
Alabama
$632K +$432K +6,201 +126%
RBFC
161
Roman Butler Fullerton & Co
Missouri
$624K +$241K +3,462 +47%
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$619K -$86.4K -1,239 -10%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$610K +$266K +3,813 +55%
PWS
164
Peterson Wealth Services
Utah
$608K +$747K +10,710 New
FIM
165
Freedom Investment Management
Connecticut
$605K +$237K +3,399 +47%
Aviva
166
Aviva
United Kingdom
$602K +$270K +3,870 +57%
SPC
167
Sigma Planning Corp
Michigan
$601K +$738K +10,593 New
YCM
168
Yousif Capital Management
Michigan
$600K -$7.11K -102 -1%
BCM
169
Bayesian Capital Management
New York
$581K +$713K +10,227 New
SEI Investments
170
SEI Investments
Pennsylvania
$577K +$113K +1,623 +19%
PAG
171
Private Advisor Group
New Jersey
$565K +$226K +3,243 +48%
VFG
172
Victory Financial Group
Texas
$561K +$689K +9,888 New
1IA
173
1620 Investment Advisors
Massachusetts
$560K -$285K -4,095 -29%
New York State Common Retirement Fund
174
New York State Common Retirement Fund
New York
$558K
PA
175
PFG Advisors
Arizona
$558K -$8.57K -123 -1%

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.