We are live on ! Find out more

1,076 hedge funds and large institutions have $42.6B invested in PACCAR in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 391 increasing their positions, 361 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $68.8M | Put options by funds: $25.5M

50% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 98

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

3% more funds holding

Funds holding: 1,0481,076 (+28)

8% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 361

2% more capital invested

Capital invested by funds: $41.6B → $42.6B (+$989M)

2.11% less ownership

Funds ownership: 72.31%70.2% (-2.1%)

Holders
1,076
Holders Change
+28
Holders Change %
+2.67%
% of All Funds
13.25%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
147
Increased
391
Reduced
361
Closed
98
Calls
$68.8M
Puts
$25.5M
Net Calls
+$43.3M
Net Calls Change
-$7.48M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1001
Jackson Grant Investment Advisers
Connecticut
$5.2K
MNA
1002
Manning & Napier Advisors
New York
$5.17K +$4.59K +38 +475%
HHGA
1003
Halbert Hargrove Global Advisors
California
$4.97K
SHIM
1004
Stone House Investment Management
Pennsylvania
$4.5K
UFPG
1005
United Financial Planning Group
New York
$4.5K +$4.71K +39 New
DWP
1006
Destiny Wealth Partners
Florida
$4.27K +$4.47K +37 New
DRS
1007
Deane Retirement Strategies
Louisiana
$4.16K -$5.54M -45,792 -100%
OC
1008
Oakworth Capital
Alabama
$3.93K
BL
1009
BFSG LLC
California
$3.93K +$4.11K +34 New
SWM
1010
SHP Wealth Management
Massachusetts
$3.83K +$3.75K +31 +1,550%
SRCM
1011
Signature Resources Capital Management
California
$3.81K -$363 -3 -8%
CFG
1012
Clayton Financial Group
Missouri
$3.81K
SS
1013
Sunbelt Securities
Texas
$3.72K
FC
1014
Financial Consulate
Maryland
$3.7K +$2.66K +22 +220%
RTL
1015
Red Tortoise LLC
Georgia
$3.58K
RWM
1016
Rialto Wealth Management
New York
$3.58K +$1.33K +11 +55%
SIM
1017
Synergy Investment Management
Florida
$3.58K +$3.75K +31 New
1IA
1018
1620 Investment Advisors
Massachusetts
$3.35K
TBFA
1019
Three Bearings Fiduciary Advisors
New Hampshire
$3.23K
BOJHT
1020
Bank of Jackson Hole Trust
Wyoming
$3K
CWP
1021
Clark Wealth Partners
Illinois
$3K
MAM
1022
Marquette Asset Management
Minnesota
$2.89K
MEG
1023
Millstone Evans Group
Colorado
$2.89K +$3.02K +25 New
PWM
1024
Proathlete Wealth Management
Florida
$2.77K
IWS
1025
Intentional Wealth Strategies
Colorado
$2.66K +$2.78K +23 New