We are live on ! Find out more

1,049 hedge funds and large institutions have $41.6B invested in PACCAR in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 395 increasing their positions, 342 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 79

52% more call options, than puts

Call options by funds: $148M | Put options by funds: $97.4M

18% more capital invested

Capital invested by funds: $35.3B → $41.6B (+$6.31B)

15% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 342

8% more funds holding

Funds holding: 9751,049 (+74)

3.86% more ownership

Funds ownership: 68.45%72.31% (+3.9%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
1,049
Holders Change
+74
Holders Change %
+7.59%
% of All Funds
12.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
165
Increased
395
Reduced
342
Closed
79
Calls
$148M
Puts
$97.4M
Net Calls
+$50.8M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
501
Jump Financial
Illinois
$901K -$1.19M -11,636 -59%
PSP
502
Pacific Sage Partners
Washington
$900K -$305K -2,976 -27%
FPAS
503
Focus Partners Advisor Solutions
Missouri
$899K -$203K -1,983 -19%
MCM
504
MAI Capital Management
Ohio
$899K +$615 +6 +0.1%
I
505
InceptionR
California
$892K -$665K -6,488 -44%
PL
506
Perpetual Ltd
Australia
$892K
EHWM
507
Eads & Heald Wealth Management
Georgia
$888K -$22K -215 -3%
TG
508
TCW Group
California
$886K +$829K +8,091 New
BIG
509
Brooklyn Investment Group
New York
$878K +$244K +2,379 +43%
ODA
510
One Degree Advisors
California
$875K
CT
511
Chicago Trust
Illinois
$872K +$122K +1,195 +18%
FIM
512
Fruth Investment Management
Texas
$867K
Balyasny Asset Management
513
Balyasny Asset Management
Illinois
$861K +$805K +7,860 New
HH
514
Hilltop Holdings
Texas
$857K -$346K -3,373 -30%
HAG
515
HighPoint Advisor Group
Illinois
$856K +$2.66K +26 +0.3%
IWP
516
Insight Wealth Partners
Texas
$854K +$1.23K +12 +0.2%
PS
517
Principal Securities
Iowa
$848K -$66.3K -647 -8%
SWP
518
Sagespring Wealth Partners
Tennessee
$847K -$6.56K -64 -0.8%
RF
519
Robinswood Financial
Washington
$847K
KPWS
520
Kestra Private Wealth Services
Texas
$845K +$791K +7,715 New
TE
521
Tema ETFs
New York
$840K -$2.05K -20 -0.3%
S
522
SignatureFD
Georgia
$836K +$97.2K +948 +14%
FNBOMD
523
First National Bank of Mount Dora
Florida
$834K -$134K -1,312 -15%
RIG
524
RiverFront Investment Group
Virginia
$832K
JCM
525
Jacobi Capital Management
Pennsylvania
$830K +$20.6K +201 +3%