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999 hedge funds and large institutions have $36.2B invested in PACCAR in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 406 increasing their positions, 339 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 339

1.66% more ownership

Funds ownership: 69.24%70.9% (+1.7%)

3% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 100

4% less capital invested

Capital invested by funds: $37.8B → $36.2B (-$1.61B)

1% less funds holding

Funds holding: 1,012999 (-13)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

39% less call options, than puts

Call options by funds: $87.5M | Put options by funds: $144M

Holders
999
Holders Change
-13
Holders Change %
-1.28%
% of All Funds
13.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
103
Increased
406
Reduced
339
Closed
100
Calls
$87.5M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
626
Capital Planning
Washington
$406K -$7.91K -75 -2%
BCM
627
Birmingham Capital Management
Alabama
$405K
ATC
628
Argent Trust Co
Tennessee
$405K +$6.64K +63 +2%
AEPWM
629
Atlantic Edge Private Wealth Management
Florida
$404K
OWP
630
Obermeyer Wealth Partners
Colorado
$397K -$1.05K -10 -0.2%
SWA
631
Stratos Wealth Advisors
Ohio
$389K -$1.69K -16 -0.4%
SAM
632
Silvercrest Asset Management
New York
$387K +$35.5K +337 +9%
IWC
633
Integrated Wealth Concepts
Massachusetts
$384K -$13.9K -132 -3%
KWM
634
Kingsview Wealth Management
Oregon
$383K -$10.7K -101 -3%
CFO
635
Callan Family Office
Pennsylvania
$382K -$30.9K -293 -7%
HC
636
Hamilton Capital
Ohio
$382K +$316 +3 +0.1%
WFI
637
West Family Investments
California
$381K
VCM
638
Violich Capital Management
California
$380K
FB
639
Fulton Bank
Pennsylvania
$378K -$18.9K -179 -4%
IFG
640
Independent Financial Group
California
$378K -$4.22K -40 -1%
CI
641
Conning Inc
Connecticut
$374K
PIM
642
Penobscot Investment Management
Massachusetts
$370K
SAM
643
Smartleaf Asset Management
Massachusetts
$368K -$12.1K -115 -3%
VSQM
644
V-Square Quantitative Management
Illinois
$368K -$4.22K -40 -1%
GWM
645
Geneos Wealth Management
Colorado
$361K +$287K +2,722 +277%
IFWM
646
Institute for Wealth Management
Colorado
$361K
ACMA
647
Arbor Capital Management (Alaska)
Alaska
$359K
AFT
648
Alpha Family Trust
California
$358K +$148K +1,399 +61%
GL
649
Graypoint LLC
New York
$352K -$27.3K -259 -7%
WSFS
650
Wilmington Savings Fund Society
Delaware
$352K +$102K +963 +36%