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Custom Truck One Source
CTOS

Overview Fund Activity

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

Top Buyers

1
PEA
Platinum Equity Advisors
California
+$34.4M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$6.95M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.68M
4
Goldman Sachs
Goldman Sachs
New York
+$1.54M
5
CWA
Canvas Wealth Advisors
Kansas
+$1.38M

Top Sellers

1
EC
ECP ControlCo
New Jersey
-$78.3M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$48.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$5.17M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.3M
5
BDF
Black Diamond Financial
Maryland
-$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sterling Capital Management
North Carolina
$1.42K -$1.17K -278 -45%
WA
127
WPG Advisers
Maryland
$1.38K +$414 +98 +43%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$1.09K +$144 +34 +15%
QL
129
Quarry LP
New York
$1.07K +$1.07K +253 New
HNB
130
Huntington National Bank
Ohio
$899 -$34 -8 -4%
S
131
SignatureFD
Georgia
$886 +$776 +184 +708%
RA
132
Rise Advisors
New York
$844 – – –
RIL
133
Rothschild Investment LLC
Illinois
$570 +$570 +135 New
AAP
134
Arax Advisory Partners
Colorado
$566 +$566 +134 New
NSIM
135
North Star Investment Management
Illinois
$422 +$422 +100 New
PA
136
Parallel Advisors
California
$414 +$414 +98 New
SC
137
Stephens Consulting
Michigan
$317 +$317 +75 New
AF
138
Allworth Financial
California
$226 – – –
TWD
139
True Wealth Design
Ohio
$195 +$195 +46 New
IA
140
IFP Advisors
Florida
$93 -$106 – –
EC
141
ECP ControlCo
New Jersey
– -$78.3M -16,287,270 Closed
Federated Hermes
142
Federated Hermes
Pennsylvania
– -$5.17M -1,075,000 Closed
PP
143
Paloma Partners
Connecticut
– -$818K -170,000 Closed
Marshall Wace
144
Marshall Wace
United Kingdom
– -$278K -57,843 Closed
Verition Fund Management
145
Verition Fund Management
Connecticut
– -$103K -21,448 Closed
PTP
146
Platform Technology Partners
New York
– -$66.3K -13,791 Closed
Jane Street
147
Jane Street
New York
– -$59.1K -12,278 Closed
Two Sigma Advisers
148
Two Sigma Advisers
New York
– -$50.5K -10,500 Closed
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
– -$48.1M -10,000 Closed
RS
150
R Squared
Hong Kong
– -$39.4K -8,190 Closed
3 4 5
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