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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
DPW
926
DiNuzzo Private Wealth
Pennsylvania
$6.23K +$105 +1 +2%
CPG
927
Cornerstone Planning Group
New Jersey
$5.79K +$3.69K +35 +117%
AGWCA
928
Annis Gardner Whiting Capital Advisors
Florida
$5.75K +$105 +1 +2%
WWM
929
Wolff Wiese Magana
California
$5.65K +$5.59K +53 +1,060%
CWA
930
Carolina Wealth Advisors
South Carolina
$5.65K
AF
931
Aviso Financial
Ontario, Canada
$5.55K
PA
932
Pineridge Advisors
Missouri
$5.39K -$9.81K -93 -63%
CWC
933
Carolinas Wealth Consulting
North Carolina
$5.06K +$527 +5 +11%
SIC
934
SJS Investment Consulting
Ohio
$4.97K
SFGP
935
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.87K +$422 +4 +9%
AP
936
Aspect Partners
Virginia
$4.77K
HNW
937
High Note Wealth
Minnesota
$4.77K
S
938
Sachetta
Massachusetts
$4.48K -$738 -7 -13%
HPC
939
HM Payson & Co
Maine
$4.48K
JGIA
940
Jackson Grant Investment Advisers
Connecticut
$4.38K
CA
941
Crewe Advisors
Utah
$4.38K +$4.43K +42 +1,400%
T
942
Transce3nd
Texas
$4.28K -$738 -7 -14%
FUBT
943
First United Bank & Trust
Maryland
$4.09K +$4.43K +42 New
AW
944
Avion Wealth
Texas
$4K
TC
945
Truvestments Capital
Florida
$3.98K
WCM
946
WealthTrak Capital Management
Virginia
$3.9K +$1.16K +11 +38%
DJSG
947
D.J. St. Germain
Massachusetts
$3.6K +$3.9K +37 New
DWM
948
Dogwood Wealth Management
Kansas
$3.5K +$3.8K +36 New
OC
949
Oakworth Capital
Alabama
$3.31K
TCA
950
Trifecta Capital Advisors
Illinois
$3.31K