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Custom Truck One Source
CTOS

Overview Fund Activity

128 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.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-12
Holders Change %
-8.57%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
62
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 Holding Trade Value Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$774M – – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$38.5M +$383K +77,595 +1%
CWA
3
Canvas Wealth Advisors
Kansas
$28.3M +$1.74M +292,341 +7%
Boston Partners
4
Boston Partners
Massachusetts
$26.8M +$11.2M +2,264,366 +71%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$25.7M -$534K -108,107 -2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$21M -$56.7K -11,571 -0.3%
BlackRock
7
BlackRock
New York
$20.7M +$2.6M +527,079 +14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.1M +$3.19M +646,359 +19%
Vanguard Group
9
Vanguard Group
Pennsylvania
$15.5M -$3.45M -698,509 -18%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$10.1M +$167K +33,864 +2%
AAM
11
ACK Asset Management
Connecticut
$9.26M +$9.26M +1,875,000 New
ClearBridge Investments
12
ClearBridge Investments
New York
$7.55M -$1.53M -310,178 -17%
Bank of America
13
Bank of America
North Carolina
$6.69M -$175K -35,435 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.65M +$752K +152,173 +13%
State Street
15
State Street
Massachusetts
$5.91M +$178K +36,114 +3%
HA
16
Heartland Advisors
Wisconsin
$5.55M -$378K -76,609 -6%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$5.23M +$435K +87,973 +9%
GGHC
18
Gilder Gagnon Howe & Co
New York
$3.16M -$746K -150,973 -19%
UBS Group
19
UBS Group
Switzerland
$2.79M -$147K -29,743 -5%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$2.76M +$2.04M +412,830 +284%
GCP
21
GSA Capital Partners
United Kingdom
$2.63M +$433K +87,613 +20%
Northern Trust
22
Northern Trust
Illinois
$2.38M +$172K +34,864 +8%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.36M -$163K -32,960 -6%
Charles Schwab
24
Charles Schwab
California
$2.21M +$78.9K +15,968 +4%
Morgan Stanley
25
Morgan Stanley
New York
$1.99M -$157K -31,710 -7%
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