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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
VRS
176
Virginia Retirement Systems
Virginia
$545K +$669K +9,600 New
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$540K -$1.32M -18,906 -67%
CIS
178
Custom Index Systems
New York
$538K +$661K +9,480 New
OAM
179
Oppenheimer Asset Management
New York
$536K +$658K +9,447 New
VA
180
Valmark Advisers
Ohio
$534K -$644K -9,240 -50%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$530K +$235K +3,378 +57%
AI
182
Atom Investors
Texas
$507K +$622K +8,928 New
BEI
183
Benjamin Edwards Inc
Missouri
$505K +$2.09K +30 +0.3%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$503K -$11.7K -168 -2%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$495K -$186K -2,670 -23%
US Bancorp
186
US Bancorp
Minnesota
$473K +$26.3K +378 +5%
ASRS
187
Arizona State Retirement System
Arizona
$470K -$2.93K -42 -0.5%
LCM
188
Liberty Capital Management
Michigan
$469K +$44.7K +642 +8%
MSRPS
189
Maryland State Retirement & Pension System
Maryland
$466K -$88.5K -1,269 -13%
AB
190
Amalgamated Bank
New York
$457K -$12.8K -183 -2%
Creative Planning
191
Creative Planning
Kansas
$450K -$66.9K -960 -11%
MMA
192
Mizuho Markets Americas
New York
$429K +$527K +7,563 New
JIR
193
James Investment Research
Ohio
$428K +$525K +7,530 New
RC
194
Rithm Capital
New York
$426K +$52.3K +750 +11%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$422K
WMA
196
Wealth Management Associates
New Jersey
$420K +$516K +7,398 New
BRG
197
Bay Rivers Group
Virginia
$420K +$35.5K +510 +7%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$413K
SCM
199
Sterling Capital Management
North Carolina
$390K +$477K +6,846 +22,820%
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$384K +$53.5K +768 +13%

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.