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Powell Industries
POWL

Overview Fund Activity

365 hedge funds and large institutions have $2.3B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
69
Increased
133
Reduced
120
Closed
38
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$343M
2
VC
Voss Capital
Texas
$38.9M
3
PCM
Portolan Capital Management
Massachusetts
$35.9M
4
First Trust Advisors
First Trust Advisors
Illinois
$78.1M
5
OAM
Ophir Asset Management
Australia
$42.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$35.6M
2
DFG
Demars Financial Group
Washington
$730K
3
NVCHI
New Vernon Capital Holdings II
New Jersey
$251K
4
NL
Nuveen LLC
North Carolina
$4.2M
5
HHAM
HITE Hedge Asset Management
Massachusetts
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$343M +$343M +1,627,886 New
BlackRock
2
BlackRock
New York
$294M -$13.2M -62,762 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M +$1.53M +7,272 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86M -$15.6M -74,224 -15%
First Trust Advisors
5
First Trust Advisors
Illinois
$78.1M +$18.8M +89,407 +32%
State Street
6
State Street
Massachusetts
$74.1M +$665K +3,159 +0.9%
Invesco
7
Invesco
Georgia
$71.6M +$13.5M +64,029 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$50M +$1.2M +5,725 +2%
OAM
9
Ophir Asset Management
Australia
$42.7M +$17.8M +77,031 +71%
Fisher Asset Management
10
Fisher Asset Management
Washington
$42.2M +$82.5K +392 +0.2%
VC
11
Voss Capital
Texas
$38.9M +$38.9M +184,860 New
GKIM
12
GW&K Investment Management
Massachusetts
$38.2M +$3.66M +17,413 +11%
PCM
13
Portolan Capital Management
Massachusetts
$35.9M +$24.7M +117,334 +220%
Morgan Stanley
14
Morgan Stanley
New York
$35.6M -$94.4M -448,409 -73%
Goldman Sachs
15
Goldman Sachs
New York
$32.1M -$673K -3,199 -2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$32M +$6.05M +28,769 +23%
UBS Group
17
UBS Group
Switzerland
$31.3M -$4.07M -19,329 -11%
Raymond James Financial
18
Raymond James Financial
Florida
$27.3M +$1.62M +7,701 +6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$26.3M +$1.7M +8,089 +7%
Northern Trust
20
Northern Trust
Illinois
$25M +$2.59M +12,329 +12%
EN1L
21
Engine No 1 LLC
California
$25M +$9.89M +47,000 +65%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$25M -$3.42M -16,247 -12%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$21.2M -$393K -1,867 -2%
Charles Schwab
24
Charles Schwab
California
$20.4M +$421K +2,002 +2%
SIMG
25
Stephens Investment Management Group
Texas
$17.7M +$2.15M +10,211 +14%
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