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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
JCIA
601
Jackson Creek Investment Advisors
Colorado
$476K -$7.17K -70 -2%
PWM
602
Perigon Wealth Management
California
$474K -$191K -1,860 -30%
OAM
603
Ostrum Asset Management
France
$472K -$146K -1,428 -25%
CP
604
Capital Planning
Washington
$471K
GFA
605
Grunden Financial Advisory
Texas
$467K +$205 +2 +0%
VAG
606
VisionPoint Advisory Group
Texas
$460K +$4K +39 +0.9%
ZIG
607
Zuckerman Investment Group
Illinois
$457K -$187K -1,827 -30%
BCM
608
Birmingham Capital Management
Alabama
$456K
GWM
609
GDS Wealth Management
Texas
$449K -$5.94K -58 -1%
NW
610
NewEdge Wealth
Pennsylvania
$448K +$419K +4,092 New
DCM
611
Dorato Capital Management
Colorado
$443K +$382K +3,726 New
MG
612
Mather Group
Illinois
$443K -$7.07K -69 -2%
ATC
613
Argent Trust Co
Tennessee
$442K -$25.3K -247 -6%
SAM
614
Silvercrest Asset Management
New York
$435K
WFI
615
West Family Investments
California
$434K -$54K -527 -12%
ACMA
616
Arbor Capital Management (Alaska)
Alaska
$428K
CAG
617
Crestwood Advisors Group
Massachusetts
$427K +$32.4K +316 +9%
VCM
618
Violich Capital Management
California
$427K
AEPWM
619
Atlantic Edge Private Wealth Management
Florida
$426K -$5.12K -50 -1%
CIBC World Market
620
CIBC World Market
Ontario, Canada
$424K -$104K -1,019 -21%
PPWP
621
Premier Path Wealth Partners
New Jersey
$424K +$23.6K +230 +6%
IFG
622
Independent Financial Group
California
$422K -$12.6K -123 -3%
RP
623
Riverwater Partners
Wisconsin
$420K -$6.76K -66 -2%
HNB
624
Huntington National Bank
Ohio
$419K +$45.2K +441 +13%
FIA
625
Foundations Investment Advisors
Arizona
$419K +$19.3K +188 +5%