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Custom Truck One Source

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: 156173 (+17)

1% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 22 (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
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%