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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
OQS
201
Occudo Quantitative Strategies
Florida
$382K +$451K +6,477 New
VVP
202
Venture Visionary Partners
Ohio
$376K +$461K +6,615 New
ProShare Advisors
203
ProShare Advisors
Maryland
$375K -$129K -1,845 -22%
CG
204
Cynosure Group
Utah
$370K +$206K +2,961 +83%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$367K -$9.83K -141 -2%
HA
206
Huntleigh Advisors
Missouri
$366K +$64K +918 +17%
Squarepoint
207
Squarepoint
New York
$363K -$3.48M -49,983 -89%
State Board of Administration of Florida Retirement System
208
State Board of Administration of Florida Retirement System
Florida
$357K
CWM
209
CIBC World Markets
New York
$353K +$434K +6,222 New
P
210
Pitcairn
Pennsylvania
$353K -$50.4K -723 -10%
CIP
211
Cornerstone Investment Partners
Georgia
$344K -$37.4K -537 -8%
IC
212
IEQ Capital
California
$344K -$258K -3,705 -38%
PFSRSONJ
213
Police & Firemen's Retirement System of New Jersey
New Jersey
$340K
AA
214
ALPS Advisors
Colorado
$340K -$20.9K -300 -5%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$330K +$61.1K +876 +18%
NRD
216
Nebula Research & Development
New York
$329K +$404K +5,796 New
HAG
217
HighPoint Advisor Group
Illinois
$329K +$41.2K +591 +13%
BPC
218
Banque Pictet & Cie
Switzerland
$312K +$383K +5,493 New
KK
219
KLP Kapitalforvaltning
Norway
$307K -$62.7K -900 -14%
LIM
220
Leavell Investment Management
Alabama
$298K +$366K +5,253 New
AAS
221
Avantax Advisory Services
Texas
$291K +$93.3K +1,338 +35%
SO
222
STRS Ohio
Ohio
$290K -$355K -5,100 -50%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$283K -$59.8K -858 -15%
Verition Fund Management
224
Verition Fund Management
Connecticut
$278K +$341K +4,893 New
Stifel Financial
225
Stifel Financial
Missouri
$277K +$92K +1,320 +37%

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.