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Custom Truck One Source

171 hedge funds and large institutions have $1.44B invested in Custom Truck One Source in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.97% more ownership

Funds ownership: 95.59%96.56% (+0.97%)

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
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$2.69K
IA
152
IFP Advisors
Florida
$2.41K
WA
153
WPG Advisers
Maryland
$1.94K
AAP
154
Arax Advisory Partners
Colorado
$1.85K
RFP
155
Root Financial Partners
California
$1.41K
KFAS
156
Keating Financial Advisory Services
Kansas
$966
Osaic Holdings
157
Osaic Holdings
Arizona
$788
PFBT
158
Parkside Financial Bank & Trust
Missouri
$756
FFO
159
Fortitude Family Office
Arizona
$723
CIAM
160
Caitong International Asset Management
Hong Kong
$716
SIC
161
SJS Investment Consulting
Ohio
$605
WPA
162
Wealth Preservation Advisors
Tennessee
$591
SS
163
SBI Securities
Japan
$407
TWD
164
True Wealth Design
Ohio
$138
RIAS
165
Rachor Investment Advisory Services
Michigan
$112
JWM
166
JPL Wealth Management
Colorado
$79
SS
167
Sunbelt Securities
Texas
$72
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$39
HFS
169
Hughes Financial Services
Virginia
$7
HNB
170
Huntington National Bank
Ohio
$7
AAM
171
ACK Asset Management
Connecticut
T. Rowe Price Investment Management
172
T. Rowe Price Investment Management
Maryland
Verition Fund Management
173
Verition Fund Management
Connecticut
ECM
174
ExodusPoint Capital Management
New York
CMF
175
Counterpoint Mutual Funds
California