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Custom Truck One Source

128 hedge funds and large institutions have $1.07B invested in Custom Truck One Source in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 30 closing their positions.

Holders
128
Holders Change
-12
Holders Change %
-8.57%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
62
Reduced
27
Closed
30
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$26K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
26
Sendero Wealth Management
Texas
$1.93M 390,797 +227,997 +140%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.58M 319,187 +306,094 +2,338%
UBS AM
28
UBS AM
Illinois
$1.28M 259,371 +71,435 +38%
KCM
29
Kennedy Capital Management
Missouri
$1.25M 252,031 +197,258 +360%
Goldman Sachs
30
Goldman Sachs
New York
$863K 174,651 -354,938 -67%
NL
31
Nuveen LLC
North Carolina
$736K 149,031 -16,721 -10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$736K 149,007 +29,317 +24%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$733K 148,438 +2,590 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$669K 135,393 +54,111 +67%
EF
35
Empowered Funds
Pennsylvania
$658K 133,214 +133,214 New
BCM
36
Bridgeway Capital Management
Texas
$658K 133,214 +133,214 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$639K 129,300 -6,400 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$616K 124,796 +109,733 +728%
Invesco
39
Invesco
Georgia
$615K 124,583 +13,767 +12%
SEI Investments
40
SEI Investments
Pennsylvania
$605K 122,464 +361 +0.3%
RFA
41
Register Financial Advisors
Georgia
$594K 120,300 +10,000 +9%
Barclays
42
Barclays
United Kingdom
$566K 114,760 +47,836 +71%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$565K 114,312 -21,943 -16%
BIA
44
Biondo Investment Advisors
Pennsylvania
$563K 114,000
Mariner
45
Mariner
Kansas
$550K 111,402 +41,925 +60%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$526K 106,492 -3,696 -3%
JF
47
Jump Financial
Illinois
$507K 102,674 +87,674 +584%
Citigroup
48
Citigroup
New York
$469K 94,894 +20,024 +27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$437K 88,395 +14,694 +20%
AllianceBernstein
50
AllianceBernstein
Tennessee
$417K 84,470 +21,800 +35%