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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
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$29K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$24.6K
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
Simplex Trading
106
Simplex Trading
Illinois
$13K
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$12.9K
TRCT
108
Tower Research Capital (TRC)
New York
$12.1K
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
PTC
113
Private Trust Company
Ohio
$4.13K
HCA
114
Harbor Capital Advisors
Illinois
$4K
GI
115
GAMMA Investing
California
$3.66K
Osaic Holdings
116
Osaic Holdings
Arizona
$3.48K
SAM
117
Smartleaf Asset Management
Massachusetts
$3.24K
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
EWA
121
EverSource Wealth Advisors
Alabama
$2.01K
GWM
122
Geneos Wealth Management
Colorado
$1.91K
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.89K
CIAM
124
Caitong International Asset Management
Hong Kong
$1.88K
LC
125
Lindbrook Capital
California
$1.8K