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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
Lazard Asset Management
701
Lazard Asset Management
New York
$283K -$332K -3,241 -56%
ACM
702
Advisors Capital Management
New Jersey
$280K -$6.56K -64 -2%
FFP
703
FourThought Financial Partners
Florida
$277K -$307 -3 -0.1%
SCG
704
Sonata Capital Group
Washington
$277K -$51.2K -500 -17%
IF
705
Integrity Financial
Wyoming
$275K
SWA
706
Stratos Wealth Advisors
Ohio
$274K
OFO
707
OneAscent Family Office
Alabama
$273K +$255K +2,490 New
VT
708
Volterra Technologies
New York
$271K +$253K +2,472 New
BRWA
709
B. Riley Wealth Advisors
Florida
$271K -$39.9K -389 -14%
MMA
710
Miracle Mile Advisors
California
$270K +$3.69K +36 +1%
KP
711
Keel Point
Alabama
$269K +$23.3K +227 +10%
GIA
712
Gateway Investment Advisers
Ohio
$263K +$246K +2,402 New
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$261K +$244K +2,382 New
FMLI
714
Fukoku Mutual Life Insurance
Japan
$260K -$15.5K -151 -6%
PRP
715
Peak Retirement Planning
Ohio
$260K -$102 -1 -0%
RG
716
Rathbones Group
United Kingdom
$259K
PP
717
PDS Planning
Ohio
$259K +$242K +2,362 New
PE
718
PCM Encore
Colorado
$258K +$242K +2,357 New
FMI
719
Frec Markets Inc
California
$257K +$241K +2,347 New
IFWM
720
Institute for Wealth Management
Colorado
$254K
WBC
721
Westpac Banking Corp
Australia
$254K +$208K +2,026 +684%
Luther King Capital Management (LKCM)
722
Luther King Capital Management (LKCM)
Texas
$253K
IWM
723
Integris Wealth Management
California
$252K
WIM
724
WealthPlan Investment Management
Nebraska
$252K +$1.74K +17 +0.7%
CSPIA
725
Cary Street Partners Investment Advisory
Virginia
$252K +$307 +3 +0.1%