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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 %
CIAM
151
Caitong International Asset Management
Hong Kong
– – -445 Closed
QL
152
Quarry LP
New York
– – -253 Closed
S
153
SignatureFD
Georgia
– – -210 Closed
AAP
154
Arax Advisory Partners
Colorado
– – -134 Closed
NSIM
155
North Star Investment Management
Illinois
– – -100 Closed
PA
156
Parallel Advisors
California
– – -98 Closed
SC
157
Stephens Consulting
Michigan
– – -75 Closed
TWD
158
True Wealth Design
Ohio
– – -46 Closed
C
159
Covestor
United Kingdom
$0 21 -1 -5%
3 4 5 6
7