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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
SIP
101
Stoneridge Investment Partners
Pennsylvania
$180K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$166K +$124K +18,889 +296%
SG Americas Securities
103
SG Americas Securities
New York
$164K -$127K -19,406 -44%
VGA
104
Vanguard Global Advisers
Pennsylvania
$148K +$148K +22,473 New
GWMR
105
GC Wealth Management RIA
Massachusetts
$140K -$20.2K -3,078 -13%
IIM
106
INTECH Investment Management
Florida
$140K -$35.7K -5,428 -20%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$136K +$136K +20,656 New
PCM
108
Polymer Capital Management
New York
$136K +$136K +20,643 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$131K +$131K +20,000 New
QCM
110
Quantinno Capital Management
New York
$129K +$27.4K +4,174 +27%
Lazard Asset Management
111
Lazard Asset Management
New York
$125K +$125K +19,051 New
RS
112
R Squared
Hong Kong
$124K +$15.4K +2,349 +14%
ASRS
113
Arizona State Retirement System
Arizona
$123K -$1.79K -272 -1%
Creative Planning
114
Creative Planning
Kansas
$117K +$117K +17,834 New
ET
115
Entropy Technologies
New York
$111K +$111K +16,875 New
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$110K +$110K +16,688 New
VIA
117
Vanguard Investments Australia
Australia
$108K +$108K +16,372 New
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$107K
Cerity Partners
119
Cerity Partners
New York
$105K +$105K +16,014 New
CAMG
120
CWA Asset Management Group
Florida
$105K
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$104K -$17.3K -2,638 -14%
Truist Financial
122
Truist Financial
North Carolina
$98.5K
KK
123
KLP Kapitalforvaltning
Norway
$95.9K
PFSRSONJ
124
Police & Firemen's Retirement System of New Jersey
New Jersey
$93.4K
MFS
125
Mirabella Financial Services
United Kingdom
$84.8K +$84.8K +12,905 New