CTOS icon

Custom Truck One Source
CTOS

Overview Fund Activity

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

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 Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$340K +$340K +68,765 New
VRS
52
Virginia Retirement Systems
Virginia
$326K -$58.3K -11,800 -15%
CIP
53
Cornerstone Investment Partners
Georgia
$308K +$308K +62,337 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$293K +$4.97K +1,006 +2%
Legal & General Group
55
Legal & General Group
United Kingdom
$288K +$3.68K +744 +1%
LPL Financial
56
LPL Financial
California
$281K +$26.7K +5,401 +10%
Wells Fargo
57
Wells Fargo
California
$243K +$30.4K +6,151 +14%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$221K +$221K +44,665 New
IIM
59
INTECH Investment Management
Florida
$211K +$120K +24,275 +132%
NRD
60
Nebula Research & Development
New York
$202K -$83.5K -16,897 -29%
AG
61
Algert Global
California
$201K +$201K +40,710 New
AQR Capital Management
62
AQR Capital Management
Connecticut
$200K +$126K +25,575 +171%
Deutsche Bank
63
Deutsche Bank
Germany
$193K +$190K +38,525 +6,001%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185K +$11.7K +2,371 +7%
MIM
65
MetLife Investment Management
New Jersey
$177K +$94.4K +19,109 +114%
EC
66
EntryPoint Capital
New York
$175K +$89.8K +18,185 +106%
VWA
67
Visionary Wealth Advisors
Illinois
$173K – – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$157K +$13.7K +2,773 +10%
SIP
69
Stoneridge Investment Partners
Pennsylvania
$150K – – –
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$150K +$43.4K +8,741 +41%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$145K +$20K +4,058 +16%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$142K – – –
M&T Bank
73
M&T Bank
New York
$130K +$9.16K +1,848 +8%
BDF
74
Black Diamond Financial
Maryland
$129K -$1.12M -226,510 -90%
Squarepoint
75
Squarepoint
New York
$119K +$119K +24,074 New
1 2
3
4 5