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Custom Truck One Source

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$30.4K +$7.96K +1,611 +35%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$28.9K +$13.9K +2,809 +92%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$25.1K -$3.74K -758 -13%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$19K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$19K +$595 +120 +3%
NA
106
NewEdge Advisors
Louisiana
$13.2K
Osaic Holdings
107
Osaic Holdings
Arizona
$10.5K +$6.58K +1,381 +167%
AB
108
Amalgamated Bank
New York
$10K
SCM
109
Sterling Capital Management
North Carolina
$8.04K +$6.38K +1,291 +384%
HCA
110
Harbor Capital Advisors
Illinois
$6K +$2.06K +440 +52%
PTC
111
Private Trust Company
Ohio
$4.84K
BIG
112
Brooklyn Investment Group
New York
$4.72K +$4.72K +955 New
US Bancorp
113
US Bancorp
Minnesota
$3.6K
WA
114
WPG Advisers
Maryland
$3.35K +$1.74K +352 +108%
FFA
115
Farther Finance Advisors
California
$2.89K +$2.89K +585 New
EWA
116
EverSource Wealth Advisors
Alabama
$2.62K +$267 +54 +11%
Group One Trading
117
Group One Trading
Illinois
$2.47K
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$2.02K +$751 +152 +59%
GRP
119
Global Retirement Partners
California
$1.59K +$1.59K +322 New
GWM
120
Geneos Wealth Management
Colorado
$1.4K +$652 +132 +87%
RIL
121
Rothschild Investment LLC
Illinois
$1.31K +$642 +130 +96%
RA
122
Rise Advisors
New York
$988
IA
123
IFP Advisors
Florida
$973 -$93
HFS
124
Hughes Financial Services
Virginia
$823 +$823 +141 New
PFBT
125
Parkside Financial Bank & Trust
Missouri
$569 +$569 +115 New