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PACCAR
PCAR

Overview Fund Activity

954 hedge funds and large institutions have $34.4B invested in PACCAR in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 332 increasing their positions, 389 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
-36
Holders Change %
-3.64%
% of All Funds
12.8%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
93
Increased
332
Reduced
389
Closed
112
Calls
$79M
Puts
$107M
Net Calls
-$27.9M
Net Calls Change
+$28.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.09B
2
Capital Research Global Investors
Capital Research Global Investors
California
$472M
3
Citadel Advisors
Citadel Advisors
Florida
$117M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$319M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$551M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$480M
2
UBS Group
UBS Group
Switzerland
$193M
3
AllianceBernstein
AllianceBernstein
Tennessee
$132M
4
Capital International Investors
Capital International Investors
California
$370M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
576
Atomi Financial Group
New York
$479K -$87.8K -924 -15%
CI
577
CX Institutional
Indiana
$478K -$20K -210 -4%
CM
578
CM Management
Florida
$475K +$475K +5,000 New
MF
579
Magnetar Financial
Illinois
$471K -$608K -6,401 -56%
OAM
580
Ostrum Asset Management
France
$467K -$13.4K -141 -3%
S
581
Sunpointe
Missouri
$465K -$3.04K -32 -0.6%
NAAA
582
New Age Alpha Advisors
New York
$463K -$396K -4,169 -46%
CFG
583
Citizens Financial Group
Rhode Island
$459K +$37.3K +392 +9%
JCM
584
Jacobi Capital Management
Pennsylvania
$455K -$32.1K -338 -7%
IAN
585
Integrated Advisors Network
Texas
$450K -$163K -1,711 -27%
CAM
586
Close Asset Management
United Kingdom
$450K – – –
AI
587
Atria Investments
North Carolina
$449K -$32.9K -346 -7%
SIA
588
Soltis Investment Advisors
Utah
$443K +$120K +1,263 +37%
SWP
589
Stratos Wealth Partners
Ohio
$439K +$157K +1,654 +56%
Lazard Asset Management
590
Lazard Asset Management
New York
$433K +$13.7K +144 +3%
BWP
591
BSW Wealth Partners
Colorado
$432K -$21.7K -228 -5%
BBHC
592
Brown Brothers Harriman & Co
New York
$425K +$7.61K +80 +2%
JCIA
593
Jackson Creek Investment Advisors
Colorado
$423K -$6.28K -66 -1%
WFI
594
West Family Investments
California
$422K +$50.1K +527 +13%
IAA
595
Independent Advisor Alliance
North Carolina
$422K -$14K -147 -3%
KWM
596
Kingsview Wealth Management
Oregon
$422K +$48K +505 +13%
NP
597
NorthRock Partners
Minnesota
$420K -$91.6K -964 -18%
BBNB
598
Baker Boyer National Bank
Washington
$419K – – –
WIA
599
World Investment Advisors
California
$417K -$153K -1,613 -27%
GFA
600
Grunden Financial Advisory
Texas
$405K +$405K +4,262 New
22 23
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