Custom Truck One Source
CTOS
130 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.
130% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 27
19% more capital invested
Capital invested by funds: $899M → $1.07B (+$175M)
0.97% more ownership
Funds ownership: 94.65% → 95.62% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less funds holding
Funds holding: 142 → 130 (-12)
37% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$9.76M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$8.08M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.79M |
| 4 |
BlackRock
New York
|
+$2.27M |
| 5 |
First Eagle Investment Management
New York
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.9M |
| 2 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
-$5.77M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.01M |
| 4 |
Goldman Sachs
New York
|
-$1.53M |
| 5 |
ClearBridge Investments
New York
|
-$1.34M |
CTOS Hedge Fund Activity: Q2 2025 in Review
130 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2025, worth a combined $1.07B — up 19% from $899M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of CTOS and 19 opened new positions — a net loss of 11 holders — while 27 trimmed existing stakes and 62 added.
The largest buyer was Boston Partners, adding an estimated $9.76M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $5.9M sold.
- 130 institutional investors held Custom Truck One Source (CTOS) as of Q2 2025, down from 142 in Q1 2025.
- Funds reported $1.07B of Custom Truck One Source stock for Q2 2025, up 19% quarter-over-quarter.
- 19 funds opened new Custom Truck One Source positions in Q2 2025 and 30 closed out, a net change of -11 holders.
- The largest Custom Truck One Source buyer in Q2 2025 was Boston Partners, an estimated $9.76M added.
- The largest Custom Truck One Source seller in Q2 2025 was Portolan Capital Management, an estimated $5.9M sold.
Based on aggregated 13F filings for Q2 2025.