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Custom Truck One Source
CTOS

130 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.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $899M → $1.07B (+$175M)

0.97% more ownership

Funds ownership: 94.65% → 95.62% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 142 → 130 (-12)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.71%
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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$9.76M
2
AAM
ACK Asset Management
Connecticut
+$8.08M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.79M
4
BlackRock
BlackRock
New York
+$2.27M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
-$5.9M
2
CRC
Catawba River Capital
South Carolina
-$5.77M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.01M
4
Goldman Sachs
Goldman Sachs
New York
-$1.53M
5
ClearBridge Investments
ClearBridge Investments
New York
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Sendero Wealth Management
Texas
$1.93M +$983K +227,997 +140%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.58M +$1.32M +306,094 +2,338%
UBS AM
28
UBS AM
Illinois
$1.28M +$308K +71,435 +38%
KCM
29
Kennedy Capital Management
Missouri
$1.25M +$850K +197,258 +360%
Goldman Sachs
30
Goldman Sachs
New York
$863K -$1.53M -354,938 -67%
N
31
Nuveen
North Carolina
$736K -$72.1K -16,721 -10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$736K +$126K +29,317 +24%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$733K +$11.2K +2,590 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$669K +$233K +54,111 +67%
BCM
35
Bridgeway Capital Management
Texas
$658K +$574K +133,214 New
EF
36
Empowered Funds
Pennsylvania
$658K +$574K +133,214 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$639K -$27.6K -6,400 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$616K +$473K +109,733 +728%
Invesco
39
Invesco
Georgia
$615K +$59.3K +13,767 +12%
SEI Investments
40
SEI Investments
Pennsylvania
$605K +$1.56K +361 +0.3%
RFA
41
Register Financial Advisors
Georgia
$594K +$43.1K +10,000 +9%
Barclays
42
Barclays
United Kingdom
$567K +$206K +47,836 +71%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$565K -$94.6K -21,943 -16%
BIA
44
Biondo Investment Advisors
Pennsylvania
$563K – – –
Mariner
45
Mariner
Kansas
$550K +$181K +41,925 +60%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$526K -$15.9K -3,696 -3%
JF
47
Jump Financial
Illinois
$507K +$378K +87,674 +584%
Citigroup
48
Citigroup
New York
$469K +$86.3K +20,024 +27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$437K +$63.3K +14,694 +20%
AllianceBernstein
50
AllianceBernstein
Tennessee
$417K +$94K +21,800 +35%
1
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CTOS Hedge Fund Activity: Q2 2025 in Review

130 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2025, worth a combined $1.07B — up 19% from $899M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CTOS and 19 opened new positions — a net loss of 11 holders — while 27 trimmed existing stakes and 62 added.

The largest buyer was Boston Partners, adding an estimated $9.76M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $5.9M sold.

  • 130 institutional investors held Custom Truck One Source (CTOS) as of Q2 2025, down from 142 in Q1 2025.
  • Funds reported $1.07B of Custom Truck One Source stock for Q2 2025, up 19% quarter-over-quarter.
  • 19 funds opened new Custom Truck One Source positions in Q2 2025 and 30 closed out, a net change of -11 holders.
  • The largest Custom Truck One Source buyer in Q2 2025 was Boston Partners, an estimated $9.76M added.
  • The largest Custom Truck One Source seller in Q2 2025 was Portolan Capital Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2025.