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Custom Truck One Source
CTOS

156 hedge funds and large institutions have $1.25B invested in Custom Truck One Source in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $10K | Put options by funds: $3K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

7% more funds holding

Funds holding: 146 → 156 (+10)

0.57% more ownership

Funds ownership: 95.02% → 95.59% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less capital invested

Capital invested by funds: $1.38B → $1.25B (-$135M)

Holders
156
Holders Change
+10
Holders Change %
+6.85%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
59
Reduced
43
Closed
13
Calls
$10K
Puts
$3K
Net Calls
+$7K
Net Calls Change
-$222K

Top Buyers

Rank Fund Capital Flow
1
CWA
Canvas Wealth Advisors
Kansas
+$14.1M
2
First Trust Advisors
First Trust Advisors
Illinois
+$5.15M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$4.58M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.84M
5
BCM
Bridgeway Capital Management
Texas
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$10.7M
2
Boston Partners
Boston Partners
Massachusetts
-$10.3M
3
AAM
ACK Asset Management
Connecticut
-$6.87M
4
PCM
Portolan Capital Management
Massachusetts
-$4.17M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$2.72M -$276K -45,180 -9%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$2.39M +$810K +132,725 +47%
GGHC
28
Gilder Gagnon Howe & Co
New York
$2.36M -$1.4M -229,910 -36%
SWM
29
Sendero Wealth Management
Texas
$2.25M – – –
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$2.22M +$1.7M +278,418 +259%
EI
31
EFG International
$2.13M +$2.26M +369,965 New
Goldman Sachs
32
Goldman Sachs
New York
$2.13M +$562K +92,008 +33%
Jane Street
33
Jane Street
New York
$1.99M +$2.11M +345,009 New
PCMF
34
Private Capital Management (Florida)
Florida
$1.89M -$15.3K -2,500 -0.8%
TI
35
Trexquant Investment
Connecticut
$1.84M +$1.95M +319,530 New
Millennium Management
36
Millennium Management
New York
$1.83M +$1.94M +317,801 New
Squarepoint
37
Squarepoint
New York
$1.42M +$1.5M +246,352 New
VCM
38
Voleon Capital Management
California
$1.39M -$164K -26,942 -10%
Invesco
39
Invesco
Georgia
$1.36M +$120K +19,660 +9%
SCM
40
Sandler Capital Management
New York
$1.08M -$207K -33,993 -15%
UBS AM
41
UBS AM
Illinois
$1.02M -$143K -23,464 -12%
RFA
42
Register Financial Advisors
Georgia
$998K +$35.4K +5,800 +3%
AQR Capital Management
43
AQR Capital Management
Connecticut
$973K +$340K +55,631 +49%
SEI Investments
44
SEI Investments
Pennsylvania
$966K +$197K +32,338 +24%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$931K +$5.99K +981 +0.6%
N
46
Nuveen
North Carolina
$858K – – –
Mariner
47
Mariner
Kansas
$798K -$19.1K -3,133 -2%
Swiss National Bank
48
Swiss National Bank
Switzerland
$772K +$29.3K +4,800 +4%
SC
49
Sapient Capital
Indiana
$740K – – –
American Century Companies
50
American Century Companies
Missouri
$675K +$69.8K +11,442 +11%
1
2
3 4 5

CTOS Hedge Fund Activity: Q4 2025 in Review

156 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2025, worth a combined $1.25B — down 9.8% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CTOS positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was Canvas Wealth Advisors, adding an estimated $14.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $10.7M.

  • 156 institutional investors held Custom Truck One Source (CTOS) as of Q4 2025, up from 146 in Q3 2025.
  • Funds reported $1.25B of Custom Truck One Source stock for Q4 2025, down 9.8% quarter-over-quarter.
  • 27 funds opened new Custom Truck One Source positions in Q4 2025 and 13 closed out, a net change of +14 holders.
  • The largest Custom Truck One Source buyer in Q4 2025 was Canvas Wealth Advisors, an estimated $14.1M added.
  • The largest Custom Truck One Source seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.