We are live on ! Find out more
CTOS icon

Custom Truck One Source
CTOS

173 hedge funds and large institutions have $1.44B invested in Custom Truck One Source in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

15% more capital invested

Capital invested by funds: $1.25B → $1.44B (+$190M)

11% more funds holding

Funds holding: 156 → 173 (+17)

1% more ownership

Funds ownership: 95.59% → 96.59% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
58
Reduced
46
Closed
24
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$4.89M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.87M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.22M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$3.87M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$11.7M
2
AAM
ACK Asset Management
Connecticut
-$4.61M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$3.26M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.57M -$2.6M -396,211 -42%
Charles Schwab
27
Charles Schwab
California
$3.4M +$82.3K +12,527 +2%
Goldman Sachs
28
Goldman Sachs
New York
$3.39M +$962K +146,509 +40%
VPM
29
Vanguard Portfolio Management
Pennsylvania
$3.33M +$3.33M +507,309 New
Northern Trust
30
Northern Trust
Illinois
$3.21M +$116K +17,654 +4%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$2.97M +$2.97M +452,640 New
HF
32
HRT Financial
New York
$2.71M +$2.71M +411,892 New
VFT
33
Vanguard Fiduciary Trust
Pennsylvania
$2.66M +$2.66M +404,548 New
SAM
34
Silvercrest Asset Management
New York
$2.59M +$2.59M +394,416 New
SWM
35
Sendero Wealth Management
Texas
$2.57M – – –
Citigroup
36
Citigroup
New York
$2.53M -$897K -136,645 -26%
EI
37
EFG International
$2.31M -$125K -18,964 -5%
PCMF
38
Private Capital Management (Florida)
Florida
$2.15M – – –
Citadel Advisors
39
Citadel Advisors
Florida
$1.84M +$1.42M +216,554 +339%
Millennium Management
40
Millennium Management
New York
$1.69M -$394K -59,976 -19%
Invesco
41
Invesco
Georgia
$1.6M +$47.1K +7,178 +3%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$1.59M -$944K -143,685 -37%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$1.5M +$1.5M +228,518 New
SEI Investments
44
SEI Investments
Pennsylvania
$1.5M +$394K +59,928 +36%
VCM
45
Voleon Capital Management
California
$1.45M -$134K -20,423 -8%
GGHC
46
Gilder Gagnon Howe & Co
New York
$1.43M -$1.26M -192,001 -47%
AG
47
Algert Global
California
$1.29M +$1.29M +195,760 New
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.2M +$1.2M +182,785 New
TI
49
Trexquant Investment
Connecticut
$1.18M -$921K -140,159 -44%
RFA
50
Register Financial Advisors
Georgia
$1.12M -$13.1K -2,000 -1%
1
2
3 4 5

CTOS Hedge Fund Activity: Q1 2026 in Review

173 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q1 2026, worth a combined $1.44B — up 15% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CTOS positions and 24 closed out — a net gain of 20 holders — while 58 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.89M. The largest seller was Boston Partners, cutting an estimated $11.7M.

  • 173 institutional investors held Custom Truck One Source (CTOS) as of Q1 2026, up from 156 in Q4 2025.
  • Funds reported $1.44B of Custom Truck One Source stock for Q1 2026, up 15% quarter-over-quarter.
  • 44 funds opened new Custom Truck One Source positions in Q1 2026 and 24 closed out, a net change of +20 holders.
  • The largest Custom Truck One Source buyer in Q1 2026 was JP Morgan Chase, an estimated $4.89M added.
  • The largest Custom Truck One Source seller in Q1 2026 was Boston Partners, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2026.