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Powell Industries
POWL

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: 3 → 3 (0)

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

3% less funds holding

Funds holding: 351 → 340 (-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

Top Buyers

1
DFG
Demars Financial Group
Washington
+$72.1M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
+$42.4M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$41.9M
4
GKIM
GW&K Investment Management
Massachusetts
+$34.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$33.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$62.7M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$40.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$33.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$22.9M
5
BlackRock
BlackRock
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
Transform Wealth
Colorado
$277M -$20.9K -300 -0%
BlackRock
2
BlackRock
New York
$248M -$22.9M -328,158 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M +$2.06M +29,487 +1%
Morgan Stanley
4
Morgan Stanley
New York
$105M +$1.15M +16,461 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$82.2M +$515K +7,389 +0.5%
State Street
6
State Street
Massachusetts
$59.4M -$3.34M -47,955 -4%
First Trust Advisors
7
First Trust Advisors
Illinois
$48M +$33.2M +476,352 +129%
Invesco
8
Invesco
Georgia
$47M +$2.27M +32,520 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$39.5M +$1.62M +23,196 +3%
Fisher Asset Management
10
Fisher Asset Management
Washington
$34.1M +$41.9M +600,741 New
UBS Group
11
UBS Group
Switzerland
$28.6M +$9.41M +134,988 +37%
GKIM
12
GW&K Investment Management
Massachusetts
$28M +$34.4M +492,876 New
Goldman Sachs
13
Goldman Sachs
New York
$26.5M -$13.6M -194,571 -29%
RIA
14
RPG Investment Advisory
California
$26.3M +$24.9M +357,867 +342%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$23M +$16.3M +234,489 +138%
Federated Hermes
16
Federated Hermes
Pennsylvania
$21M +$12.7M +182,070 +97%
Raymond James Financial
17
Raymond James Financial
Florida
$20.7M +$4.19M +60,129 +20%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$19.9M +$8.45M +121,251 +53%
OAM
19
Ophir Asset Management
Australia
$18.4M +$7.64M +109,662 +51%
Northern Trust
20
Northern Trust
Illinois
$18.2M -$2.12M -30,399 -9%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$17.5M -$40.8M -585,450 -66%
HHAM
22
HITE Hedge Asset Management
Massachusetts
$16.4M +$20.1M +288,936 New
Charles Schwab
23
Charles Schwab
California
$16.1M +$66.5K +954 +0.3%
DB
24
Danske Bank
Denmark
$16M +$17.2M +246,060 +673%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$14.2M +$295K +4,239 +2%
1
2 3 4 5

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.