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Custom Truck One Source

170 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 25 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
170
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
IA
151
IFP Advisors
Florida
$2.41K
WA
152
WPG Advisers
Maryland
$1.94K
AAP
153
Arax Advisory Partners
Colorado
$1.85K
RFP
154
Root Financial Partners
California
$1.41K
KFAS
155
Keating Financial Advisory Services
Kansas
$966
Osaic Holdings
156
Osaic Holdings
Arizona
$788
PFBT
157
Parkside Financial Bank & Trust
Missouri
$756
FFO
158
Fortitude Family Office
Arizona
$723
CIAM
159
Caitong International Asset Management
Hong Kong
$716
SIC
160
SJS Investment Consulting
Ohio
$605
WPA
161
Wealth Preservation Advisors
Tennessee
$591
SS
162
SBI Securities
Japan
$407
TWD
163
True Wealth Design
Ohio
$138
RIAS
164
Rachor Investment Advisory Services
Michigan
$112
JWM
165
JPL Wealth Management
Colorado
$79
SS
166
Sunbelt Securities
Texas
$72
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$39
HFS
168
Hughes Financial Services
Virginia
$7
HNB
169
Huntington National Bank
Ohio
$7
AAM
170
ACK Asset Management
Connecticut
T. Rowe Price Investment Management
171
T. Rowe Price Investment Management
Maryland
Verition Fund Management
172
Verition Fund Management
Connecticut
ECM
173
ExodusPoint Capital Management
New York
CMF
174
Counterpoint Mutual Funds
California
QT
175
Quantbot Technologies
New York