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Custom Truck One Source
CTOS

Overview Fund Activity

127 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, 61 increasing their positions, 27 reducing their positions, and 30 closing their positions.

Holders
127
Holders Change
-13
Holders Change %
-9.29%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
61
Reduced
27
Closed
30
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$26K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$26.8M
2
AAM
2
ACK Asset Management
Connecticut
$9.26M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.1M
4
BlackRock
4
BlackRock
New York
$20.7M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.76M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$0
2
CRC
2
Catawba River Capital
South Carolina
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$863K
5
ClearBridge Investments
5
ClearBridge Investments
New York
$7.55M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$317 64 +11 +21%
SS
127
SBI Securities
Japan
$133 27 +27 New
HNB
128
Huntington National Bank
Ohio
$5 1 -212 -100%
PCM
129
Portolan Capital Management
Massachusetts
– – -1,397,327 Closed
CRC
130
Catawba River Capital
South Carolina
– – -1,367,779 Closed
Fuller & Thaler Asset Management
131
Fuller & Thaler Asset Management
California
– – -110,500 Closed
MS
132
Maven Securities
Jersey
– – -85,673 Closed
Renaissance Technologies
133
Renaissance Technologies
New York
– – -53,200 Closed
CF
134
Corebridge Financial
Texas
– – -24,224 Closed
Millennium Management
135
Millennium Management
New York
– – -22,694 Closed
FMC
136
First Merchants Corp
Indiana
– – -20,000 Closed
CSS
137
Cubist Systematic Strategies
Connecticut
– – -16,877 Closed
SG Americas Securities
138
SG Americas Securities
New York
– – -16,469 Closed
QC
139
Quadrature Capital
United Kingdom
– – -13,475 Closed
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
– – -13,085 Closed
BCM
141
Bayesian Capital Management
New York
– – -12,800 Closed
GS
142
GWN Securities
Florida
– – -11,789 Closed
CWM
143
CIBC World Markets
New York
– – -10,972 Closed
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
– – -4,959 Closed
Simplex Trading
145
Simplex Trading
Illinois
– – -3,171 Closed
Comerica Bank
146
Comerica Bank
Texas
– – -1,380 Closed
CCM
147
Coldstream Capital Management
Washington
– – -1,126 Closed
GI
148
GAMMA Investing
California
– – -867 Closed
SAM
149
Smartleaf Asset Management
Massachusetts
– – -728 Closed
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
– – -447 Closed
3 4 5
6
7