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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
EWM
1151
Evermay Wealth Management
Virginia
-$20.3K -183 Closed
OCM
1152
Osterweis Capital Management
California
-$17.6K -161 Closed
KBFS
1153
Kohmann Bosshard Financial Services
Ohio
-$17.2K -158 Closed
TH
1154
TCTC Holdings
Texas
-$13.9K -127 Closed
IBOK
1155
Independence Bank of Kentucky
Kentucky
-$13K -119 Closed
HHMI
1156
Howard Hughes Medical Institute
Maryland
-$12.4K -113 Closed
MPW
1157
MASECO Private Wealth
-$7.88K -72 Closed
CIA
1158
Cape Investment Advisory
Georgia
-$7.01K -64 Closed
HIA
1159
Harbor Investment Advisory
Maryland
-$4.82K -44 Closed
DI
1160
DAGCO Inc
Ohio
-$4.71K -43 Closed
LB
1161
Legacy Bridge
Iowa
-$4.6K -42 Closed
GWM
1162
Greenline Wealth Management
Florida
-$4.03K -37 Closed
AA
1163
Addison Advisors
Vermont
-$3.5K -32 Closed
WW
1164
Winnow Wealth
Texas
-$3.19K -29 Closed
EWA
1165
EQ Wealth Advisors
Texas
-$3.07K -28 Closed
TPBG
1166
Turning Point Benefit Group
Maryland
-$2.63K -24 Closed
CSP
1167
Cary Street Partners
Virginia
-$1.97K -18 Closed
LAS
1168
Lloyd Advisory Services
Georgia
-$1.59K -15 Closed
MWPCG
1169
Measured Wealth Private Client Group
New Hampshire
-$1.64K -15 Closed
NA
1170
Networth Advisors
Pennsylvania
-$1.42K -13 Closed
LIA
1171
Luken Investment Analytics
Tennessee
-$548 -5 Closed
AAG
1172
Accordant Advisory Group
Maryland
-$439 -4 Closed
Q1WB
1173
Quest 10 Wealth Builders
Virginia
-$393 -4 Closed
OC
1174
Optima Capital
Oregon
-$333 -3 Closed