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Powell Industries

473 hedge funds and large institutions have $5.1B invested in Powell Industries in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 41

118% more call options, than puts

Call options by funds: $381M | Put options by funds: $175M

68% more capital invested

Capital invested by funds: $3.03B → $5.1B (+$2.07B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more funds holding

Funds holding: 421473 (+52)

3.9% less ownership

Funds ownership: 239.37%235.46% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 175

Holders
473
Holders Change
+52
Holders Change %
+12.35%
% of All Funds
5.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
101
Increased
152
Reduced
175
Closed
41
Calls
$381M
Puts
$175M
Net Calls
+$206M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
176
Peterson Wealth Services
Utah
$1.9M -$7.84K -48 -0.5%
SCM
177
Sidoxia Capital Management
California
$1.89M +$1.72M +10,494 New
Squarepoint
178
Squarepoint
New York
$1.88M -$18.9M -115,683 -92%
I
179
INVST
Indiana
$1.85M -$976K -5,973 -37%
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$1.81M +$235K +1,440 +17%
Osaic Holdings
181
Osaic Holdings
Arizona
$1.81M -$116K -711 -7%
JIR
182
James Investment Research
Ohio
$1.8M +$1.47K +9 +0.1%
VFG
183
Victory Financial Group
Texas
$1.79M +$3.43K +21 +0.2%
RBA
184
Richard Bernstein Advisors
New York
$1.73M +$1.57M +9,615 New
ORI
185
Oak Ridge Investments
Illinois
$1.72M +$4.66M +28,539 New
FDS
186
First Dallas Securities
Texas
$1.7M -$123K -750 -7%
KACA
187
Kayne Anderson Capital Advisors
California
$1.7M -$3.88M -23,760 -72%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$1.7M +$1.54M +9,402 New
MAM
189
Montchanin Asset Management
Delaware
$1.67M +$1.51M +9,255 New
QIM
190
Quest Investment Management
Oregon
$1.66M -$887K -5,430 -37%
HIS
191
Horizon Investment Services
Indiana
$1.62M -$150K -915 -9%
VEA
192
Virtus ETF Advisers
New York
$1.58M +$417K +2,550 +41%
OQS
193
Occudo Quantitative Strategies
Florida
$1.58M +$2.79M +17,052 New
NA
194
Navellier & Associates
Nevada
$1.57M -$112K -684 -7%
FFA
195
Fortune Financial Advisors
Kansas
$1.56M +$1.41M +8,625 New
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$1.55M +$1.4M +8,595 New
Victory Capital Management
197
Victory Capital Management
Texas
$1.53M +$99K +606 +8%
NS
198
NBC Securities
Alabama
$1.52M -$339K -2,076 -20%
BEI
199
Benjamin Edwards Inc
Missouri
$1.49M
AB
200
Amalgamated Bank
New York
$1.47M -$10.3K -63 -0.8%