Proficient Auto Logistics
PAL
103 hedge funds and large institutions have $137M invested in Proficient Auto Logistics in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 11 closing their positions.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 22
18% more funds holding
Funds holding: 87 → 103 (+16)
2.54% more ownership
Funds ownership: 69.99% → 72.53% (+2.5%)
27% less capital invested
Capital invested by funds: $188M → $137M (-$50.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less call options, than puts
Call options by funds: $629K | Put options by funds: $2.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.42M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.07M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.8M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$1.67M |
| 5 |
VIM
VELA Investment Management
New Albany,
Ohio
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OF
Optimize Financial
Laguna Hills,
California
|
-$3.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$2.99M |
| 3 |
4A
4D Advisors
Redondo Beach,
California
|
-$1.93M |
| 4 |
ONPI
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
-$1.11M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$802K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
101
SBI Securities
Tokyo,
Japan
| $34 | – | – | – |
|
|
JWM
102
JPL Wealth Management
Highlands Ranch,
Colorado
| $21 | +$25 | +3 | New |
|
|
CIAM
103
Caitong International Asset Management
Hong Kong
| $7 | +$8 | +1 | New |
|
|
OF
104
Optimize Financial
Laguna Hills,
California
| – | -$3.6M | -372,967 | Closed |
|
|
4A
105
4D Advisors
Redondo Beach,
California
| – | -$1.93M | -200,000 | Closed |
|
|
ONPI
106
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| – | -$1.11M | -115,484 | Closed |
|
|
BIG
107
Brookwood Investment Group
Phoenix,
Arizona
| – | -$462K | -47,970 | Closed |
|
|
EA
108
Emerald Advisers
Leola,
Pennsylvania
| – | -$434K | -45,025 | Closed |
|
109
Citadel Advisors
Miami,
Florida
| – | -$203K | -24,627 | Closed |
|
|
A
110
AlphaQuest
New York
| – | -$146K | -15,125 | Closed |
|
|
OL
111
Odyssean LLC
Darien,
Connecticut
| – | -$97.7K | -10,135 | Closed |
|
|
AB
112
Amalgamated Bank
New York
| – | -$7K | -761 | Closed |
|
|
BTI
113
Blue Trust Inc
Alpharetta,
Georgia
| – | -$771 | -80 | Closed |
|
|
TFA
114
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$77 | -8 | Closed |
|
PAL Hedge Fund Activity: Q1 2026 in Review
103 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Proficient Auto Logistics (PAL) for Q1 2026, worth a combined $137M — down 27% from $188M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PAL positions and 11 closed out — a net gain of 18 holders — while 41 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.42M. The largest seller was Optimize Financial, exiting entirely with an estimated $3.6M sold.
- 103 institutional investors held Proficient Auto Logistics (PAL) as of Q1 2026, up from 87 in Q4 2025.
- Funds reported $137M of Proficient Auto Logistics stock for Q1 2026, down 27% quarter-over-quarter.
- 29 funds opened new Proficient Auto Logistics positions in Q1 2026 and 11 closed out, a net change of +18 holders.
- The largest Proficient Auto Logistics buyer in Q1 2026 was Morgan Stanley, an estimated $2.42M added.
- The largest Proficient Auto Logistics seller in Q1 2026 was Optimize Financial, an estimated $3.6M sold.
Based on aggregated 13F filings for Q1 2026.