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Custom Truck One Source

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
Name Holding Trade Value Shares
Change
Shares
Change %
PEA
1
Platinum Equity Advisors
California
$661M +$34.4M +8,143,635 +5%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$32.6M +$1.34M +316,642 +4%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$22.4M +$6.95M +1,645,798 +45%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$18.1M +$391K +93,090 +2%
CWA
5
Canvas Wealth Advisors
Kansas
$17.2M +$1.38M +359,988 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.2M -$272K -64,450 -2%
BlackRock
7
BlackRock
New York
$15.4M -$109K -25,905 -0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.4M +$2.68M +634,457 +23%
Boston Partners
9
Boston Partners
Massachusetts
$13.4M -$2.65M -627,715 -17%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$8.5M +$239K +56,630 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$7.76M -$143K -33,921 -2%
PCM
12
Portolan Capital Management
Massachusetts
$5.9M -$229K -54,246 -4%
Bank of America
13
Bank of America
North Carolina
$5.86M +$323K +76,625 +6%
CRC
14
Catawba River Capital
South Carolina
$5.77M +$78.3K +18,559 +1%
HA
15
Heartland Advisors
Wisconsin
$5.06M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.04M +$163K +38,618 +3%
State Street
17
State Street
Massachusetts
$4.9M -$203K -48,134 -4%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$4.1M -$2.28M -539,741 -36%
GGHC
19
Gilder Gagnon Howe & Co
New York
$3.34M -$598K -141,588 -15%
UBS Group
20
UBS Group
Switzerland
$2.51M +$542K +128,484 +28%
Goldman Sachs
21
Goldman Sachs
New York
$2.23M +$1.54M +365,862 +223%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.15M -$1.92M -454,027 -47%
Northern Trust
23
Northern Trust
Illinois
$1.88M -$25.8K -6,114 -1%
GCP
24
GSA Capital Partners
United Kingdom
$1.88M +$1.1M +261,328 +142%
Morgan Stanley
25
Morgan Stanley
New York
$1.84M +$211K +50,106 +13%