Custom Truck One Source
CTOS
146 hedge funds and large institutions have $1.38B invested in Custom Truck One Source in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 14 closing their positions.
7,633% more call options, than puts
Call options by funds: $232K | Put options by funds: $3K
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
89% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 28
29% more capital invested
Capital invested by funds: $1.07B → $1.38B (+$308M)
13% more funds holding
Funds holding: 129 → 146 (+17)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.6% less ownership
Funds ownership: 95.62% → 95.02% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$3.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.56M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.36M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$2.32M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$31.8M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.44M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$2.31M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Squarepoint
New York
| – | -$119K | -24,074 | Closed |
|
|
PTP
152
Platform Technology Partners
New York
| – | -$98.8K | -20,000 | Closed |
|
|
SPA
153
Sherbrooke Park Advisers
White Plains,
New York
| – | -$95.9K | -19,408 | Closed |
|
|
ZIM
154
Zacks Investment Management
Chicago,
Illinois
| – | -$89.9K | -18,204 | Closed |
|
155
Jane Street
New York
| – | -$68.5K | -11,830 | Closed |
|
156
Teacher Retirement System of Texas
Austin,
Texas
| – | -$50.5K | -10,224 | Closed |
|
|
TCM
157
Teza Capital Management
Chicago,
Illinois
| – | -$50.5K | -10,224 | Closed |
|
|
BIG
158
Brooklyn Investment Group
Brooklyn,
New York
| – | -$4.72K | -955 | Closed |
|
|
GWM
159
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.4K | -283 | Closed |
|
CTOS Hedge Fund Activity: Q3 2025 in Review
146 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q3 2025, worth a combined $1.38B — up 29% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CTOS positions and 14 closed out — a net gain of 17 holders — while 53 added to existing stakes and 28 trimmed.
The largest buyer was Portolan Capital Management, opening a new position worth an estimated $3.76M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $31.8M.
- 146 institutional investors held Custom Truck One Source (CTOS) as of Q3 2025, up from 129 in Q2 2025.
- Funds reported $1.38B of Custom Truck One Source stock for Q3 2025, up 29% quarter-over-quarter.
- 31 funds opened new Custom Truck One Source positions in Q3 2025 and 14 closed out, a net change of +17 holders.
- The largest Custom Truck One Source buyer in Q3 2025 was Portolan Capital Management, an estimated $3.76M added.
- The largest Custom Truck One Source seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $31.8M sold.
Based on aggregated 13F filings for Q3 2025.