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1,048 hedge funds and large institutions have $41.6B invested in PACCAR in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 395 increasing their positions, 342 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 165 | 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: 9741,048 (+74)

3.86% 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
1,048
Holders Change
+74
Holders Change %
+7.6%
% of All Funds
12.75%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
165
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
CJ
901
Caitlin John
Michigan
$21K
EWM
902
Evermay Wealth Management
Virginia
$20.3K -$3.28K -32 -15%
SL
903
Salomon & Ludwin
Virginia
$19.4K
CHC
904
City Holding Co
West Virginia
$19.3K +$7.79K +76 +76%
SC
905
SouthState Corp
Florida
$19.1K +$9.22K +90 +107%
PWA
906
Physician Wealth Advisors
Utah
$18.7K +$15.5K +151 +755%
GC
907
Gould Capital
Washington
$18.4K
VWA
908
Valued Wealth Advisors
Utah
$18.2K +$1.74K +17 +11%
OCM
909
Osterweis Capital Management
California
$17.6K +$16.5K +161 New
KBFS
910
Kohmann Bosshard Financial Services
Ohio
$17.2K +$16.2K +158 New
VWM
911
Vermillion Wealth Management
Minnesota
$16.4K
SFS
912
Sunrise Financial Services
Washington
$16.4K +$15.4K +150 New
MTI
913
Merrithew & Thorsten Inc
California
$16K +$15.3K +149 New
BSB
914
Bangor Savings Bank
Maine
$15.8K -$102 -1 -0.7%
PGAM
915
Princeton Global Asset Management
New Jersey
$15.1K
CCA
916
Catalyst Capital Advisors
New York
$14.6K -$102K -998 -88%
SR
917
Swiss Re
Switzerland
$14.5K +$13.5K +132 New
CFM
918
Cornerstone Financial Management
Massachusetts
$14.3K +$13.4K +131 New
TH
919
TCTC Holdings
Texas
$13.9K
CTC
920
Central Trust Company
Missouri
$13.9K +$2.56K +25 +25%
OA
921
Operose Advisors
Wisconsin
$13.7K
DIP
922
DT Investment Partners
Pennsylvania
$13.1K
IBOK
923
Independence Bank of Kentucky
Kentucky
$13K +$1.95K +19 +19%
OAJ
924
Ogorek Anthony Joseph
New York
$13K -$1.54K -15 -11%
AWA
925
Acumen Wealth Advisors
Tennessee
$12.5K +$11.6K +113 New