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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
KAS
126
Kemnay Advisory Services
New York
$75.6K +$75.6K +11,512 New
VOYA Investment Management
127
VOYA Investment Management
Georgia
$74.8K -$3.16K -481 -4%
Barclays
128
Barclays
United Kingdom
$74.4K -$543K -82,650 -88%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$58.3K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$33.9K +$447 +68 +1%
AIP
131
Ameritas Investment Partners
Nebraska
$32.9K -$7.55K -1,150 -19%
PA
132
Parallel Advisors
California
$31.6K
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$25.3K
NA
134
NewEdge Advisors
Louisiana
$17.6K
MCM
135
MAI Capital Management
Ohio
$17.2K +$15K +2,281 +685%
AF
136
Allworth Financial
California
$13.2K +$11.5K +1,756 +708%
SCM
137
Sterling Capital Management
North Carolina
$13.1K -$9.7K -1,477 -43%
HCA
138
Harbor Capital Advisors
Illinois
$13K +$4.64K +706 +54%
GI
139
GAMMA Investing
California
$12.8K +$6.51K +992 +105%
TRCT
140
Tower Research Capital (TRC)
New York
$9.72K -$34.4K -5,241 -78%
PTC
141
Private Trust Company
Ohio
$7.69K
EWA
142
EverSource Wealth Advisors
Alabama
$7.21K +$3.69K +561 +104%
US Bancorp
143
US Bancorp
Minnesota
$5.07K +$282 +43 +6%
EP
144
Essential Partners
California
$4.5K +$4.01K +611 +826%
SAM
145
Smartleaf Asset Management
Massachusetts
$4.28K
Simplex Trading
146
Simplex Trading
Illinois
$4.16K +$4.16K +633 New
RIL
147
Rothschild Investment LLC
Illinois
$3.91K +$2.62K +399 +204%
RF
148
Rossby Financial
Florida
$3.71K +$3.68K +560 New
FFA
149
Farther Finance Advisors
California
$3.58K +$1.29K +196 +57%
Optiver Holding
150
Optiver Holding
Netherlands
$3.32K +$1.05K +160 +46%