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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
Victory Capital Management
201
Victory Capital Management
Texas
$836K
State Board of Administration of Florida Retirement System
202
State Board of Administration of Florida Retirement System
Florida
$820K
Neuberger Berman Group
203
Neuberger Berman Group
New York
$817K
HA
204
Huntleigh Advisors
Missouri
$810K
CM
205
Caption Management
Oklahoma
$797K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$783K
TRSOTSOK
207
Teachers Retirement System of the State of Kentucky
Kentucky
$748K
VA
208
Vident Advisory
Georgia
$746K
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$743K
S
210
Steadtrust
Texas
$728K
XT
211
XTX Topco
Cayman Islands
$726K
Assenagon Asset Management
212
Assenagon Asset Management
Luxembourg
$725K
KPWS
213
Kestra Private Wealth Services
Texas
$719K
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$698K
BNP Paribas Financial Markets
215
BNP Paribas Financial Markets
France
$697K
SCM
216
Sterling Capital Management
North Carolina
$690K
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$687K
LIM
218
Leavell Investment Management
Alabama
$680K
Amundi
219
Amundi
France
$671K
KK
220
KLP Kapitalforvaltning
Norway
$669K
Verition Fund Management
221
Verition Fund Management
Connecticut
$669K
EWM
222
Empirical Wealth Management
Washington
$660K
VEA
223
Virtus ETF Advisers
New York
$659K
SPS
224
Susquehanna Portfolio Strategies
Pennsylvania
$645K
Stifel Financial
225
Stifel Financial
Missouri
$640K