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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
BHWM
976
Bay Harbor Wealth Management
Maryland
$1.26K +$1.37K +13 New
PWM
977
Parkworth Wealth Management
California
$1.07K
PMAM
978
Picton Mahoney Asset Management
Ontario, Canada
$1K
CIA
979
Cape Investment Advisory
Georgia
$974 -$211 -2 -17%
NL
980
NVWM LLC
Pennsylvania
$974 +$527 +5 +100%
WW
981
Winnow Wealth
Texas
$904 +$316 +3 +43%
CAWM
982
Capital A Wealth Management
Pennsylvania
$876 -$1.58K -15 -63%
MAS
983
MPWM Advisory Solutions
Georgia
$876
PWA
984
Principia Wealth Advisory
Texas
$845 -$633 -6 -40%
HWP
985
Highline Wealth Partners
California
$779 +$105 +1 +14%
BLC
986
Brown, Lisle/Cummings
Rhode Island
$779 +$844 +8 New
HIA
987
HFM Investment Advisors
New Jersey
$682 +$738 +7 New
PWA
988
Physician Wealth Advisors
Utah
$682 +$738 +7 New
BCMLT
989
Beacon Capital Management LLC (Tennessee)
Tennessee
$503
LWMI
990
Legacy Wealth Management (Idaho)
Idaho
$487
ACA
991
American Capital Advisory
Idaho
$487 +$527 +5 New
FCAS
992
First Command Advisory Services
Texas
$487 +$527 +5 New
OCM
993
Osterweis Capital Management
California
$487 +$527 +5 New
CAM
994
Chesapeake Asset Management
New York
$486 -$527 -5 -50%
SWA
995
SOA Wealth Advisors
New York
$406
SS
996
Sunbelt Securities
Texas
$401 -$36.9K -350 -99%
GA
997
GoalVest Advisory
New York
$389 +$422 +4 New
NC
998
North Capital
Utah
$195 +$211 +2 New
RCM
999
Raleigh Capital Management
North Carolina
$52 -$16.1K -153 -99%
Citadel Advisors
1000
Citadel Advisors
Florida
-$37.1M -352,185 Closed