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Powell Industries

374 hedge funds and large institutions have $2.32B invested in Powell Industries in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

74% more call options, than puts

Call options by funds: $132M | Put options by funds: $76.1M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more capital invested

Capital invested by funds: $1.88B → $2.32B (+$435M)

10% more funds holding

Funds holding: 340374 (+34)

8% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 123

17.51% less ownership

Funds ownership: 290.71%273.19% (-18%)

Holders
374
Holders Change
+34
Holders Change %
+10%
% of All Funds
4.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
74
Increased
133
Reduced
123
Closed
37
Calls
$132M
Puts
$76.1M
Net Calls
+$56M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$343M +$295M +4,883,658 New
BlackRock
2
BlackRock
New York
$294M -$11.4M -188,286 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M +$1.32M +21,816 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86M -$13.4M -222,672 -15%
First Trust Advisors
5
First Trust Advisors
Illinois
$78.1M +$16.2M +268,221 +32%
State Street
6
State Street
Massachusetts
$74.1M +$572K +9,477 +0.9%
Invesco
7
Invesco
Georgia
$71.6M +$11.6M +192,087 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$50M +$1.04M +17,175 +2%
OAM
9
Ophir Asset Management
Australia
$42.7M +$13.9M +231,093 +71%
Fisher Asset Management
10
Fisher Asset Management
Washington
$42.2M +$70.9K +1,176 +0.2%
VC
11
Voss Capital
Texas
$38.9M +$33.5M +554,580 New
GKIM
12
GW&K Investment Management
Massachusetts
$38.2M +$3.15M +52,239 +11%
PCM
13
Portolan Capital Management
Massachusetts
$35.9M +$21.2M +352,002 +220%
Morgan Stanley
14
Morgan Stanley
New York
$35.6M -$81.2M -1,345,227 -73%
Goldman Sachs
15
Goldman Sachs
New York
$32.1M -$579K -9,597 -2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$32M +$5.21M +86,307 +23%
UBS Group
17
UBS Group
Switzerland
$31.3M -$3.5M -57,987 -11%
Raymond James Financial
18
Raymond James Financial
Florida
$27.3M +$1.39M +23,103 +6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$26.3M +$1.46M +24,267 +7%
Northern Trust
20
Northern Trust
Illinois
$25M +$2.23M +36,987 +12%
EN1L
21
Engine No 1 LLC
California
$25M +$8.51M +141,000 +65%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$25M -$2.94M -48,741 -12%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$21.2M -$338K -5,601 -2%
Charles Schwab
24
Charles Schwab
California
$20.4M +$362K +6,006 +2%
SIMG
25
Stephens Investment Management Group
Texas
$17.7M +$1.85M +30,633 +14%

POWL Hedge Fund Activity: Q2 2025 in Review

374 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2025, worth a combined $2.32B — up 23% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new POWL positions and 37 closed out — a net gain of 37 holders — while 133 added to existing stakes and 123 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $295M. The largest seller was Morgan Stanley, cutting an estimated $81.2M.

  • 374 institutional investors held Powell Industries (POWL) as of Q2 2025, up from 340 in Q1 2025.
  • Funds reported $2.32B of Powell Industries stock for Q2 2025, up 23% quarter-over-quarter.
  • 74 funds opened new Powell Industries positions in Q2 2025 and 37 closed out, a net change of +37 holders.
  • The largest Powell Industries buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $295M added.
  • The largest Powell Industries seller in Q2 2025 was Morgan Stanley, an estimated $81.2M sold.

Based on aggregated 13F filings for Q2 2025.