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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 166 funds opening new positions, 395 increasing their positions, 342 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 166 | 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: 9741,049 (+75)

3.87% 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
+75
Holders Change %
+7.7%
% 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
166
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
AWA
726
Arkadios Wealth Advisors
Georgia
$250K -$60.1K -586 -20%
AFT
727
Alpha Family Trust
California
$249K
DAS
728
Diversify Advisory Services
Utah
$248K +$210K +2,045 New
ICP
729
Interchange Capital Partners
Pennsylvania
$248K -$20.7K -202 -8%
IWM
730
IHT Wealth Management
Illinois
$247K -$1.64K -16 -0.7%
AC
731
Avenir Corporation
Virginia
$246K
MPWS
732
McCarter Private Wealth Services
Massachusetts
$246K
Federated Hermes
733
Federated Hermes
Pennsylvania
$245K -$410 -4 -0.2%
KIG
734
Kessler Investment Group
Indiana
$245K -$6.46K -63 -3%
MW
735
Marble Wealth
Alabama
$244K +$228K +2,225 New
7WCP
736
71 West Capital Partners
Massachusetts
$243K +$228K +2,221 New
CIA
737
Caerus Investment Advisors
Texas
$243K +$228K +2,220 New
AFC
738
Avise Financial Cooperative
California
$243K +$227K +2,216 New
TCWA
739
Turtle Creek Wealth Advisors
Texas
$242K +$227K +2,213 New
SF
740
Summit Financial
New Jersey
$239K +$7.79K +76 +4%
NP
741
NorthRock Partners
Minnesota
$239K -$526K -5,133 -69%
FWA
742
FSM Wealth Advisors
Ohio
$239K +$224K +2,181 New
TCM
743
Traynor Capital Management
Pennsylvania
$237K +$102 +1 +0%
GWM
744
Geneos Wealth Management
Colorado
$237K +$21.9K +214 +11%
MK
745
MASTERINVEST Kapitalanlage
$236K
PFM
746
Patton Fund Management
Texas
$235K -$25.6K -250 -10%
AWM
747
Aprio Wealth Management
Georgia
$235K +$199K +1,944 New
TCBWMS
748
Texas Capital Bank Wealth Management Services
Texas
$232K +$217K +2,122 New
APWM
749
Argonautica Private Wealth Management
Massachusetts
$232K -$9.53K -93 -4%
CCA
750
Childress Capital Advisors
Texas
$232K +$2.36K +23 +1%