We are live on ! Find out more

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
GM
776
GeoWealth Management
Illinois
$186K -$180K -1,704 -47%
MCM
777
Manchester Capital Management
Vermont
$182K +$738 +7 +0.4%
TFA
778
Transamerica Financial Advisors
Florida
$181K -$19K -180 -9%
EI
779
eCIO Inc
Wisconsin
$177K +$192K +1,817 New
RF
780
Rossby Financial
Florida
$174K -$9.39K -89 -4%
GWSG
781
GPS Wealth Strategies Group
Colorado
$169K +$211 +2 +0.1%
ETC
782
Exchange Traded Concepts
Oklahoma
$168K +$38.9K +369 +27%
EWA
783
EverSource Wealth Advisors
Alabama
$156K +$79.1K +750 +88%
CAL
784
Capital Analysts LLC
Pennsylvania
$151K +$4.85K +46 +3%
SCM
785
Sterling Capital Management
North Carolina
$148K
CH
786
Cromwell Holdings
Wyoming
$148K
CCA
787
Catalyst Capital Advisors
New York
$142K +$111K +1,048 +256%
SNB
788
Security National Bank
Nebraska
$139K
SIM
789
Sentry Investment Management
Wisconsin
$133K -$47.4K -449 -23%
MHR
790
Matthew Hamilton Rosenberg
$132K
QC
791
Quent Capital
New York
$130K +$4.01K +38 +3%
GC
792
Garde Capital
Washington
$126K
PWAM
793
Private Wealth Asset Management
Iowa
$123K +$134K +1,266 New
HI
794
Harbour Investments
Wisconsin
$117K -$31.1K -295 -20%
SIC
795
Salem Investment Counselors
North Carolina
$115K -$6.64K -63 -5%
HFM
796
Hartford Financial Management
Connecticut
$115K
PTC
797
Private Trust Company
Ohio
$115K -$8.86K -84 -7%
AAP
798
Arax Advisory Partners
Colorado
$111K -$37.1K -352 -24%
FNWM
799
Financial Network Wealth Management
Utah
$110K +$120K +1,135 New
HCP
800
Hexagon Capital Partners
Arkansas
$106K +$27.9K +265 +32%