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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
PCIA
701
Prime Capital Investment Advisors
Kansas
$275K +$298K +2,822 New
SMA
702
Sage Mountain Advisors
Georgia
$273K +$34.8K +330 +13%
BAM
703
Berkshire Asset Management
Pennsylvania
$271K
MFIM
704
Mesirow Financial Investment Management
Illinois
$268K +$8.65K +82 +3%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$267K +$17.6K +167 +6%
AA
706
Alta Advisers
United Kingdom
$265K +$287K +2,722 New
RPWA
707
Regent Peak Wealth Advisors
Georgia
$263K -$3.16K -30 -1%
QIM
708
Quantitative Investment Management
Virginia
$263K -$291K -2,758 -51%
AIP
709
Arrowpoint Investment Partners
Singapore
$263K +$285K +2,700 New
TPCW
710
TD Private Client Wealth
New York
$260K +$6.22K +59 +2%
DWM
711
Drive Wealth Management
Utah
$259K -$17.8K -169 -6%
DFCM
712
Dark Forest Capital Management
Puerto Rico
$258K +$280K +2,652 New
APWM
713
Argonautica Private Wealth Management
Massachusetts
$256K -$12.7K -120 -4%
TCOO
714
Trust Company of Oklahoma
Oklahoma
$256K
NIA
715
NIA Impact Advisors
California
$256K
HGWM
716
Horst & Graben Wealth Management
Oregon
$256K +$4.22K +40 +2%
JMFC
717
J.M. Forbes & Co
Massachusetts
$255K -$21.1K -200 -7%
DBRC
718
D.B. Root & Company
Pennsylvania
$253K +$1.48K +14 +0.5%
RB
719
Renasant Bank
Mississippi
$253K +$54.2K +514 +25%
LC
720
Lindbrook Capital
California
$252K +$4.43K +42 +2%
JCM
721
J2 Capital Management
Michigan
$248K -$264K -2,499 -50%
KP
722
Keel Point
Alabama
$248K +$40.9K +388 +18%
PCM
723
Penserra Capital Management
California
$247K -$128K -1,213 -32%
PWS
724
Proactive Wealth Strategies
Georgia
$247K -$4.11K -39 -2%
MLA
725
My Legacy Advisors
Oregon
$247K