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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
Group One Trading
151
Group One Trading
Illinois
$3.29K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$2.69K
IA
153
IFP Advisors
Florida
$2.41K +$880 +134 +58%
WA
154
WPG Advisers
Maryland
$1.94K -$2.52K -384 -57%
AAP
155
Arax Advisory Partners
Colorado
$1.85K +$1.78K +271 +2,710%
RFP
156
Root Financial Partners
California
$1.41K +$1.41K +214 New
KFAS
157
Keating Financial Advisory Services
Kansas
$966 +$965 +147 New
Osaic Holdings
158
Osaic Holdings
Arizona
$788 -$9.32K -1,419 -92%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$756
FFO
160
Fortitude Family Office
Arizona
$723 +$722 +110 New
CIAM
161
Caitong International Asset Management
Hong Kong
$716 +$716 +109 New
SIC
162
SJS Investment Consulting
Ohio
$605 +$604 +92 New
WPA
163
Wealth Preservation Advisors
Tennessee
$591 +$591 +90 New
BWA
164
Basecamp Wealth Advisors
Washington
$552 +$552 +84 New
SS
165
SBI Securities
Japan
$407 +$79 +12 +24%
TWD
166
True Wealth Design
Ohio
$138 +$138 +21 New
RIAS
167
Rachor Investment Advisory Services
Michigan
$112
JWM
168
JPL Wealth Management
Colorado
$79 +$79 +12 New
SS
169
Sunbelt Securities
Texas
$72 +$72 +11 New
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$39 -$7 -1 -14%
HFS
171
Hughes Financial Services
Virginia
$7 -$920 -140 -99%
HNB
172
Huntington National Bank
Ohio
$7
AAM
173
ACK Asset Management
Connecticut
-$4.61M -800,136 Closed
T. Rowe Price Investment Management
174
T. Rowe Price Investment Management
Maryland
-$3.26M -566,132 Closed
Verition Fund Management
175
Verition Fund Management
Connecticut
-$363K -62,996 Closed