Custom Truck One Source
CTOS
156 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, 59 increasing their positions, 43 reducing their positions, and 13 closing their positions.
233% more call options, than puts
Call options by funds: $10K | Put options by funds: $3K
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
37% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 43
7% more funds holding
Funds holding: 146 → 156 (+10)
0.57% more ownership
Funds ownership: 95.02% → 95.59% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less capital invested
Capital invested by funds: $1.38B → $1.25B (-$135M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
+$14.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.15M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$4.58M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.84M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$10.7M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$10.3M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$6.87M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$4.17M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.22M |
CTOS Hedge Fund Activity: Q4 2025 in Review
156 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2025, worth a combined $1.25B — down 9.8% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CTOS positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 43 trimmed.
The largest buyer was Canvas Wealth Advisors, adding an estimated $14.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $10.7M.
- 156 institutional investors held Custom Truck One Source (CTOS) as of Q4 2025, up from 146 in Q3 2025.
- Funds reported $1.25B of Custom Truck One Source stock for Q4 2025, down 9.8% quarter-over-quarter.
- 27 funds opened new Custom Truck One Source positions in Q4 2025 and 13 closed out, a net change of +14 holders.
- The largest Custom Truck One Source buyer in Q4 2025 was Canvas Wealth Advisors, an estimated $14.1M added.
- The largest Custom Truck One Source seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2025.