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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
PEA
1
Platinum Equity Advisors
California
$1.03B
CWA
2
Canvas Wealth Advisors
Kansas
$46.1M -$202K -30,695 -0.4%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$37.3M +$1.53M +232,356 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.8M +$4.87M +741,857 +15%
BlackRock
5
BlackRock
New York
$27.9M -$393K -59,806 -1%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$25.9M -$1.89M -287,281 -7%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$18.6M +$2.14M +325,591 +13%
VCM
8
Vanguard Capital Management
Pennsylvania
$16.6M +$16.6M +2,525,744 New
Boston Partners
9
Boston Partners
Massachusetts
$13.2M -$11.7M -1,777,191 -47%
State Street
10
State Street
Massachusetts
$9.76M +$862K +131,236 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.66M +$207K +31,488 +2%
ClearBridge Investments
12
ClearBridge Investments
New York
$9.22M -$270K -41,173 -3%
First Trust Advisors
13
First Trust Advisors
Illinois
$8.55M +$515K +78,476 +6%
Bank of America
14
Bank of America
North Carolina
$7.86M -$1.87M -284,294 -19%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$6.94M +$4.22M +642,109 +155%
HA
16
Heartland Advisors
Wisconsin
$6.57M +$1.97M +300,000 +43%
Morgan Stanley
17
Morgan Stanley
New York
$5.9M +$1.2M +182,832 +26%
IECM
18
Intrinsic Edge Capital Management
Illinois
$5.78M +$657K +100,000 +13%
BCM
19
Bridgeway Capital Management
Texas
$5.55M +$479K +72,935 +9%
EF
20
Empowered Funds
Pennsylvania
$5.32M +$479K +72,935 +10%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$5.03M -$79.6K -12,114 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.86M +$4.89M +744,873 +2,939%
Jane Street
23
Jane Street
New York
$4.34M +$2.07M +315,525 +91%
AQR Capital Management
24
AQR Capital Management
Connecticut
$4.28M +$3.16M +481,718 +285%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$3.87M +$3.87M +589,100 New