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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
DIP
901
DT Investment Partners
Pennsylvania
$11.7K
RWM
902
Ruedi Wealth Management
Illinois
$11.7K
WA
903
Whipplewood Advisors
Colorado
$11.1K +$1.43M +13,567 +16,749%
FW
904
Fairway Wealth
Ohio
$10.9K +$11.8K +112 New
FFA
905
Frazier Financial Advisors
Ohio
$10.8K
CT
906
Clearstead Trust
Maine
$10.7K +$11.6K +110 New
ACM
907
Aster Capital Management
United Arab Emirates
$10.6K -$11.6K -110 -53%
JFA
908
JNBA Financial Advisors
Minnesota
$10.6K
WPA
909
West Paces Advisors
Georgia
$10.4K
CB
910
CNB Bank
Pennsylvania
$10.3K
CT
911
Colonial Trust
South Carolina
$10.3K -$6.33K -60 -36%
CA
912
Continuum Advisory
Idaho
$10.1K +$2.85K +27 +35%
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$9.74K +$10.5K +100 New
QPBE
914
Quintet Private Bank (Europe)
Luxembourg
$8.37K +$9.07K +86 New
WT
915
Washington Trust
Rhode Island
$8.18K +$1.16K +11 +15%
IHWM
916
Iron Horse Wealth Management
Iowa
$8.18K +$2.53K +24 +40%
Q1WB
917
Quest 10 Wealth Builders
Virginia
$8.04K -$422 -4 -5%
MSWM
918
Mowery & Schoenfeld Wealth Management
Illinois
$7.82K -$1.16K -11 -12%
FMP
919
Financial Management Professionals
Texas
$7.79K +$738 +7 +10%
AWM
920
Abound Wealth Management
Tennessee
$7.42K -$2.11K -20 -21%
PSFG
921
Park Square Financial Group
Georgia
$7.3K
HHGA
922
Halbert Hargrove Global Advisors
California
$7.01K -$7.38K -70 -49%
PWMG
923
Private Wealth Management Group
New Jersey
$7.01K
MSWA
924
Marshall & Sterling Wealth Advisors
New York
$6.72K +$7.28K +69 New
SFA
925
Semmax Financial Advisors
North Carolina
$6.26K