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Custom Truck One Source

141 hedge funds and large institutions have $899M invested in Custom Truck One Source in 2025 Q1 according to their latest regulatory filings, with 31 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:

0.51% less ownership

Funds ownership: 95.15%94.65% (-0.51%)

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
141
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 +$39.3M
2 +$7.94M
3 +$3.06M
4
Goldman Sachs
Goldman Sachs
New York
+$1.77M
5
CWA
Canvas Wealth Advisors
Kansas
+$1.74M

Top Sellers

1 -$78.3M
2 -$48.1M
3 -$5.17M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.77M
5
BDF
Black Diamond Financial
Maryland
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$37.4K
102
$29K
103
$24.6K
104
$19.2K
105
$16.2K
106
$16K
107
$13K
108
$12.9K
109
$12.1K
110
$11.3K
111
$9K
112
$5.82K
113
$4.75K
114
$4.13K
115
$4K
116
$3.66K
117
$3.48K
118
$3.24K
119
$3.07K
120
$2.71K
121
$2.11K
122
$2.01K
123
$1.91K
124
$1.89K
125
$1.88K