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1,076 hedge funds and large institutions have $42.6B invested in PACCAR in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 391 increasing their positions, 361 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $68.8M | Put options by funds: $25.5M

49% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 98

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

3% more funds holding

Funds holding: 1,0491,076 (+27)

8% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 361

2% more capital invested

Capital invested by funds: $41.6B → $42.6B (+$988M)

2.11% less ownership

Funds ownership: 72.31%70.2% (-2.1%)

Holders
1,076
Holders Change
+27
Holders Change %
+2.57%
% of All Funds
13.25%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
146
Increased
391
Reduced
361
Closed
98
Calls
$68.8M
Puts
$25.5M
Net Calls
+$43.3M
Net Calls Change
-$7.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
726
Stratos Wealth Advisors
Ohio
$289K
PE
727
PCM Encore
Colorado
$287K +$15.4K +127 +5%
TCWA
728
Turtle Creek Wealth Advisors
Texas
$283K +$28.8K +238 +11%
PRP
729
Peak Retirement Planning
Ohio
$282K +$8.71K +72 +3%
DWM
730
Diversify Wealth Management
Utah
$282K +$288K +2,383 New
ATPW
731
Ashton Thomas Private Wealth
Arizona
$280K +$293K +2,424 New
HI
732
Harbour Investments
Wisconsin
$279K +$38.9K +322 +15%
WIM
733
WealthPlan Investment Management
Nebraska
$279K +$13.8K +114 +5%
FMLI
734
Fukoku Mutual Life Insurance
Japan
$274K
RG
735
Rathbones Group
United Kingdom
$274K
KF
736
Krilogy Financial
Missouri
$273K -$16.8K -139 -6%
PP
737
PDS Planning
Ohio
$273K +$242 +2 +0.1%
CT
738
Chicago Trust
Illinois
$269K -$682K -5,641 -71%
BAM
739
Belpointe Asset Management
Nevada
$269K +$281K +2,326 New
FCA
740
Fortis Capital Advisors
Kansas
$269K +$281K +2,326 New
FWA
741
FSM Wealth Advisors
Ohio
$267K +$16.1K +133 +6%
FNBOMD
742
First National Bank of Mount Dora
Florida
$267K -$641K -5,304 -70%
IWM
743
Integris Wealth Management
California
$266K
AWA
744
Arkadios Wealth Advisors
Georgia
$264K +$725 +6 +0.3%
IFWM
745
Institute for Wealth Management
Colorado
$264K -$4.84K -40 -2%
HW
746
Hancock Whitney
Mississippi
$263K -$566K -4,684 -68%
AFT
747
Alpha Family Trust
California
$263K
WBC
748
Westpac Banking Corp
Australia
$262K -$6.77K -56 -2%
FFP
749
FourThought Financial Partners
Florida
$262K -$32.3K -267 -11%
CW
750
CreativeOne Wealth
Kansas
$261K +$273K +2,257 New