CTOS icon

Custom Truck One Source

140 hedge funds and large institutions have $899M invested in Custom Truck One Source in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
45
Reduced
38
Closed
13
Calls
$4K
Puts
$2K
Net Calls
+$2K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.82M -$47.3K -11,201 -3%
BDF
27
Black Diamond Financial
Maryland
$1.07M -$3.21M -759,637 -75%
Citadel Advisors
28
Citadel Advisors
Florida
$998K -$3.3M -780,822 -77%
UBS AM
29
UBS AM
Illinois
$793K +$312K +73,886 +65%
NL
30
Nuveen LLC
North Carolina
$699K +$699K +165,752 New
SWM
31
Sendero Wealth Management
Texas
$687K
TD Asset Management
32
TD Asset Management
Ontario, Canada
$615K
First Eagle Investment Management
33
First Eagle Investment Management
New York
$614K +$614K +145,523 New
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$575K +$575K +136,255 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$573K +$77.2K +18,300 +16%
SEI Investments
36
SEI Investments
Pennsylvania
$515K -$10.4K -2,462 -2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$505K -$16.5K -3,902 -3%
BIA
38
Biondo Investment Advisors
Pennsylvania
$481K +$181K +43,000 +61%
Invesco
39
Invesco
Georgia
$468K +$53.2K +12,617 +13%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$466K +$16K +3,800 +4%
RFA
41
Register Financial Advisors
Georgia
$465K +$52.8K +12,500 +13%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$465K +$234K +55,556 +102%
MS
43
Maven Securities
Jersey
$362K +$193K +45,673 +114%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$343K +$197K +46,689 +135%
VRS
45
Virginia Retirement Systems
Virginia
$328K +$328K +77,837 New
Citigroup
46
Citigroup
New York
$316K +$117K +27,823 +59%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$311K +$4.63K +1,097 +2%
Mariner
48
Mariner
Kansas
$293K +$18.3K +4,342 +7%
Barclays
49
Barclays
United Kingdom
$283K -$95.2K -22,512 -25%
AllianceBernstein
50
AllianceBernstein
Tennessee
$264K -$9.58K -2,270 -3%