PCAR icon

PACCAR
PCAR

Overview Fund Activity

955 hedge funds and large institutions have $34.4B invested in PACCAR in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 333 increasing their positions, 389 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
-36
Holders Change %
-3.63%
% of All Funds
12.81%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
93
Increased
333
Reduced
389
Closed
112
Calls
$79M
Puts
$107M
Net Calls
-$27.9M
Net Calls Change
+$28.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.09B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$472M
3
Citadel Advisors
3
Citadel Advisors
Florida
$117M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$319M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$480M
2
UBS Group
2
UBS Group
Switzerland
$193M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$132M
4
Capital International Investors
4
Capital International Investors
California
$370M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
901
Oakworth Capital
Alabama
$3.23K – – –
CIAS
902
CBIZ Investment Advisory Services
Ohio
$3.23K +$3.23K +34 New
MWM
903
MorganRosel Wealth Management
Colorado
$3.14K – – –
LFASL
904
Lugano Financial Advisors SA (LFA)
Switzerland
$3.14K +$3.14K +33 New
AA
905
Addison Advisors
Vermont
$3.04K – – –
RTL
906
Red Tortoise LLC
Georgia
$2.95K – – –
HWP
907
Highline Wealth Partners
California
$2.85K +$2.09K +22 +275%
SIC
908
SJS Investment Consulting
Ohio
$2.76K -$2.09K -22 -43%
1IA
909
1620 Investment Advisors
Massachusetts
$2.76K – – –
EWA
910
EQ Wealth Advisors
Texas
$2.66K – – –
SC
911
Swan Capital
Florida
$2.66K +$2.66K +28 New
KG
912
Kilter Group
New York
$2.57K +$2.57K +27 New
TC
913
Trust Company
Kansas
$2.47K – – –
TIM
914
Total Investment Management
Arizona
$2.47K +$2.47K +26 New
CA
915
Crewe Advisors
Utah
$2.38K -$1.9K -20 -44%
Kayne Anderson Rudnick Investment Management
916
Kayne Anderson Rudnick Investment Management
California
$2.09K +$285 +3 +16%
WAS
917
Winch Advisory Services
Wisconsin
$2.07K – – –
WCM
918
WealthTrak Capital Management
Virginia
$2K -$1.81K -19 -48%
HIA
919
Harbor Investment Advisory
Maryland
$2K – – –
PWA
920
Principia Wealth Advisory
Texas
$1.9K +$1.05K +11 +122%
S
921
Sachetta
Massachusetts
$1.81K -$2.57K -27 -59%
BDPWM
922
Barnes Dennig Private Wealth Management
Ohio
$1.81K – – –
ACM
923
Anfield Capital Management
California
$1.71K – – –
BHWM
924
Bay Harbor Wealth Management
Maryland
$1.71K +$475 +5 +38%
SRCM
925
Signature Resources Capital Management
California
$1.71K +$1.71K +18 New
35 36
37
38 39