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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
MPM
676
MBB Public Markets
Illinois
$306K +$331K +3,141 New
PAM
677
Panagora Asset Management
Massachusetts
$304K
SWP
678
Significant Wealth Partners
Illinois
$304K +$41.8K +396 +15%
NG
679
Norden Group
Utah
$300K -$17.6K -167 -5%
AG
680
Ascent Group
Virginia
$298K +$98.3K +932 +44%
MAWA
681
Moss Adams Wealth Advisors
Washington
$298K +$20K +190 +7%
NLP
682
Next Level Private
New York
$297K +$9.7K +92 +3%
SAM
683
Synergy Asset Management
Washington
$296K -$281K -2,663 -47%
SCG
684
Sonata Capital Group
Washington
$295K
CAWM
685
Capital Advisors Wealth Management
Washington
$294K -$25.5K -242 -7%
SDWMA
686
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K -$475K -4,500 -60%
ZIG
687
Zuckerman Investment Group
Illinois
$292K +$316K +3,000 New
TI
688
TrueMark Investments
Illinois
$292K +$316K +2,996 New
FFP
689
FourThought Financial Partners
Florida
$291K +$2.53K +24 +0.8%
HA
690
Huntleigh Advisors
Missouri
$290K -$15K -142 -5%
SWP
691
Stratos Wealth Partners
Ohio
$289K -$38K -360 -11%
PCA
692
Pallas Capital Advisors
Massachusetts
$288K +$312K +2,962 New
SAM
693
Shell Asset Management
Netherlands
$286K -$12.8K -121 -4%
JSC
694
Jackson Square Capital
California
$283K
FC
695
Fulcrum Capital
Washington
$280K +$11.7K +111 +4%
EBA
696
Eagle Bay Advisors
New York
$278K
IF
697
Integrity Financial
Wyoming
$278K
AIM
698
Aigen Investment Management
New York
$277K +$300K +2,844 New
OL
699
Optas LLC
Texas
$277K +$11.5K +109 +4%
AF
700
Allworth Financial
California
$275K +$37.3K +354 +14%