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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
RWM
951
Rialto Wealth Management
New York
$3.31K +$3.59K +34 New
MWM
952
MorganRosel Wealth Management
Colorado
$3.21K +$3.48K +33 New
AA
953
Addison Advisors
Vermont
$3.12K
CWP
954
Clark Wealth Partners
Illinois
$3.02K -$105 -1 -3%
RTL
955
Red Tortoise LLC
Georgia
$3.02K
1IA
956
1620 Investment Advisors
Massachusetts
$2.82K -$1.58K -15 -34%
EWA
957
EQ Wealth Advisors
Texas
$2.73K +$2.95K +28 New
TC
958
Trust Company
Kansas
$2.53K +$2.74K +26 New
HFS
959
Hughes Financial Services
Virginia
$2.46K +$2.64K +25 New
BHWM
960
Beaird Harris Wealth Management
Texas
$2.34K
CTWM
961
Cherry Tree Wealth Management
Minnesota
$2.34K
WAS
962
Winch Advisory Services
Wisconsin
$2.11K +$105 +1 +5%
HIA
963
Harbor Investment Advisory
Maryland
$2.04K
GP
964
Greenline Partners
New York
$2.04K +$2.21K +21 New
FMTCOCP
965
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
NFSG
966
Newbridge Financial Services Group
Florida
$1.95K
RAM
967
Riggs Asset Management
Pennsylvania
$1.85K +$1.58K +15 +375%
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$1.85K
NSIM
969
North Star Investment Management
Illinois
$1.85K
BDPWM
970
Barnes Dennig Private Wealth Management
Ohio
$1.85K +$2K +19 New
ACM
971
Anfield Capital Management
California
$1.75K
TIM
972
Tortoise Investment Management
New York
$1.75K
CAC
973
Core Alternative Capital
Georgia
$1.56K -$36.1K -342 -96%
AIM
974
Anchor Investment Management
South Carolina
$1.46K
TCM
975
TD Capital Management
Tennessee
$1.31K