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Custom Truck One Source

155 hedge funds and large institutions have $1.25B invested in Custom Truck One Source in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.57% more ownership

Funds ownership: 95.02%95.59% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less capital invested

Capital invested by funds: $1.38B → $1.25B (-$135M)

Holders
155
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
$10K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$20K
NA
127
NewEdge Advisors
Louisiana
$15.4K
AB
128
Amalgamated Bank
New York
$11K
Osaic Holdings
129
Osaic Holdings
Arizona
$8.86K
BNP Paribas Asset Management
130
BNP Paribas Asset Management
France
$8K
HCA
131
Harbor Capital Advisors
Illinois
$7K
PTC
132
Private Trust Company
Ohio
$6.75K
GI
133
GAMMA Investing
California
$5.47K
US Bancorp
134
US Bancorp
Minnesota
$4.19K
GRP
135
Global Retirement Partners
California
$4.16K
SAM
136
Smartleaf Asset Management
Massachusetts
$3.93K
WA
137
WPG Advisers
Maryland
$3.91K
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$3.5K
EWA
139
EverSource Wealth Advisors
Alabama
$3.09K
Group One Trading
140
Group One Trading
Illinois
$2.88K
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$2.36K
Optiver Holding
142
Optiver Holding
Netherlands
$1.99K
FFA
143
Farther Finance Advisors
California
$1.99K
MCM
144
MAI Capital Management
Ohio
$1.92K
AF
145
Allworth Financial
California
$1.43K
IA
146
IFP Advisors
Florida
$1.34K
RIL
147
Rothschild Investment LLC
Illinois
$1.13K
HFS
148
Hughes Financial Services
Virginia
$812
PFBT
149
Parkside Financial Bank & Trust
Missouri
$663
SS
150
SBI Securities
Japan
$288