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Custom Truck One Source

140 hedge funds and large institutions have $899M invested in Custom Truck One Source in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.54% less ownership

Funds ownership: 95.15%94.62% (-0.54%)

19% less capital invested

Capital invested by funds: $1.12B → $899M (-$217M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
$2K
Net Calls
Net Calls Change

Top Buyers

1 +$34.4M
2 +$6.95M
3 +$2.68M
4
Goldman Sachs
Goldman Sachs
New York
+$1.54M
5
CWA
Canvas Wealth Advisors
Kansas
+$1.38M

Top Sellers

1 -$78.3M
2 -$48.1M
3 -$5.17M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.3M
5
BDF
Black Diamond Financial
Maryland
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$71.2K
MIM
77
MetLife Investment Management
New Jersey
$70.9K
SG Americas Securities
78
SG Americas Securities
New York
$69K
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$68.4K
CAMG
80
CWA Asset Management Group
Florida
$67.5K
AWA
81
Arbor Wealth Advisors
Michigan
$64.4K
Stifel Financial
82
Stifel Financial
Missouri
$63.9K
JF
83
Jump Financial
Illinois
$63.3K
AQR Capital Management
84
AQR Capital Management
Connecticut
$63.1K
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$63K
VOYA Investment Management
86
VOYA Investment Management
Georgia
$61.7K
QC
87
Quadrature Capital
United Kingdom
$56.9K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$55.3K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$55.2K
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$54.9K
PFSRSONJ
91
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.6K
BCM
92
Bayesian Capital Management
New York
$54K
SPA
93
Sherbrooke Park Advisers
New York
$52.8K
GS
94
GWN Securities
Florida
$49.8K
KK
95
KLP Kapitalforvaltning
Norway
$49K
CWM
96
CIBC World Markets
New York
$46.3K
ProShare Advisors
97
ProShare Advisors
Maryland
$45.2K
TCM
98
Teza Capital Management
Illinois
$44.6K
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$42.8K
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$37.4K