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Custom Truck One Source
CTOS

Overview Fund Activity

127 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, 61 increasing their positions, 27 reducing their positions, and 30 closing their positions.

Holders
127
Holders Change
-13
Holders Change %
-9.29%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
61
Reduced
27
Closed
30
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$26K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$26.8M
2
AAM
2
ACK Asset Management
Connecticut
$9.26M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.1M
4
BlackRock
4
BlackRock
New York
$20.7M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.76M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$0
2
CRC
2
Catawba River Capital
South Carolina
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$863K
5
ClearBridge Investments
5
ClearBridge Investments
New York
$7.55M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$340K 68,765 +68,765 New
VRS
52
Virginia Retirement Systems
Virginia
$326K 66,037 -11,800 -15%
CIP
53
Cornerstone Investment Partners
Georgia
$308K 62,337 +62,337 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$293K 59,349 +1,006 +2%
Legal & General Group
55
Legal & General Group
United Kingdom
$288K 58,281 +744 +1%
LPL Financial
56
LPL Financial
California
$281K 56,965 +5,401 +10%
Wells Fargo
57
Wells Fargo
California
$243K 49,139 +6,151 +14%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$221K 44,665 +44,665 New
IIM
59
INTECH Investment Management
Florida
$211K 42,636 +24,275 +132%
NRD
60
Nebula Research & Development
New York
$202K 40,972 -16,897 -29%
AG
61
Algert Global
California
$201K 40,710 +40,710 New
AQR Capital Management
62
AQR Capital Management
Connecticut
$200K 40,523 +25,575 +171%
Deutsche Bank
63
Deutsche Bank
Germany
$193K 39,167 +38,525 +6,001%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185K 37,448 +2,371 +7%
MIM
65
MetLife Investment Management
New Jersey
$177K 35,921 +19,109 +114%
EC
66
EntryPoint Capital
New York
$175K 35,357 +18,185 +106%
VWA
67
Visionary Wealth Advisors
Illinois
$173K 35,000 – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$157K 31,855 +2,773 +10%
SIP
69
Stoneridge Investment Partners
Pennsylvania
$150K 30,335 – –
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$150K 30,211 +8,741 +41%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$145K 29,422 +4,058 +16%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$142K 28,800 – –
M&T Bank
73
M&T Bank
New York
$130K 26,222 +1,848 +8%
BDF
74
Black Diamond Financial
Maryland
$129K 26,100 -226,510 -90%
Squarepoint
75
Squarepoint
New York
$119K 24,074 +24,074 New
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