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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
Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
45
Reduced
38
Closed
13
Calls
$4K
Puts
$2K
Net Calls
+$2K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Shares
Change %
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$29K +$29K +4,959 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$24.6K -$72 -17 -0.3%
AIP
103
Ameritas Investment Partners
Nebraska
$19.2K
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$16.2K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$16K +$164 +38 +1%
Simplex Trading
106
Simplex Trading
Illinois
$13K +$13K +3,171 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$12.9K -$12.6K -2,982 -49%
TRCT
108
Tower Research Capital (TRC)
New York
$12.1K +$3.94K +934 +48%
NA
109
NewEdge Advisors
Louisiana
$11.3K
AB
110
Amalgamated Bank
New York
$9K
Comerica Bank
111
Comerica Bank
Texas
$5.82K
CCM
112
Coldstream Capital Management
Washington
$4.75K +$4.75K +1,126 New
PTC
113
Private Trust Company
Ohio
$4.13K +$1.11K +262 +37%
HCA
114
Harbor Capital Advisors
Illinois
$4K +$1.63K +343 +69%
GI
115
GAMMA Investing
California
$3.66K +$355 +84 +11%
Osaic Holdings
116
Osaic Holdings
Arizona
$3.48K -$5.63K -1,334 -62%
SAM
117
Smartleaf Asset Management
Massachusetts
$3.24K +$3.02K +679 +1,386%
US Bancorp
118
US Bancorp
Minnesota
$3.07K
Deutsche Bank
119
Deutsche Bank
Germany
$2.71K
Group One Trading
120
Group One Trading
Illinois
$2.11K +$2.11K +500 New
EWA
121
EverSource Wealth Advisors
Alabama
$2.01K +$2.01K +476 New
GWM
122
Geneos Wealth Management
Colorado
$1.91K
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.89K +$1.89K +447 New
CIAM
124
Caitong International Asset Management
Hong Kong
$1.88K +$1.88K +445 New
LC
125
Lindbrook Capital
California
$1.8K -$291 -69 -14%