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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Sendero Wealth Management
Texas
$1.93M +$1.13M +227,997 +140%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.58M +$1.51M +306,094 +2,338%
UBS AM
28
UBS AM
Illinois
$1.28M +$353K +71,435 +38%
KCM
29
Kennedy Capital Management
Missouri
$1.25M +$974K +197,258 +360%
Goldman Sachs
30
Goldman Sachs
New York
$863K -$1.75M -354,938 -67%
NL
31
Nuveen LLC
North Carolina
$736K -$82.6K -16,721 -10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$736K +$145K +29,317 +24%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$733K +$12.8K +2,590 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$669K +$267K +54,111 +67%
EF
35
Empowered Funds
Pennsylvania
$658K +$658K +133,214 New
BCM
36
Bridgeway Capital Management
Texas
$658K +$658K +133,214 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$639K -$31.6K -6,400 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$616K +$542K +109,733 +728%
Invesco
39
Invesco
Georgia
$615K +$68K +13,767 +12%
SEI Investments
40
SEI Investments
Pennsylvania
$605K +$1.78K +361 +0.3%
RFA
41
Register Financial Advisors
Georgia
$594K +$49.4K +10,000 +9%
Barclays
42
Barclays
United Kingdom
$566K +$236K +47,836 +71%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$565K -$108K -21,943 -16%
BIA
44
Biondo Investment Advisors
Pennsylvania
$563K
Mariner
45
Mariner
Kansas
$550K +$207K +41,925 +60%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$526K -$18.3K -3,696 -3%
JF
47
Jump Financial
Illinois
$507K +$433K +87,674 +584%
Citigroup
48
Citigroup
New York
$469K +$98.9K +20,024 +27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$437K +$72.6K +14,694 +20%
AllianceBernstein
50
AllianceBernstein
Tennessee
$417K +$108K +21,800 +35%