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326 hedge funds and large institutions have $3.08B invested in Terex in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $2.49B → $3.08B (+$595M)

0.31% more ownership

Funds ownership: 99.23%99.53% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 117

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

2% less funds holding

Funds holding: 333326 (-7)

11% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $16.9M

Holders
326
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
112
Reduced
117
Closed
48
Calls
$15.1M
Puts
$16.9M
Net Calls
-$1.81M
Net Calls Change
+$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$36.1K
AAP
252
Arax Advisory Partners
Colorado
$35.4K +$30.4K +727 +2,345%
WSFS
253
Wilmington Savings Fund Society
Delaware
$35.3K
BNP Paribas Asset Management
254
BNP Paribas Asset Management
France
$35K +$31.3K +748 New
Optiver Holding
255
Optiver Holding
Netherlands
$34.7K +$2.22K +53 +8%
Bessemer Group
256
Bessemer Group
New Jersey
$34K +$10.8K +259 +56%
HFS
257
Hantz Financial Services
Michigan
$32K +$28.4K +680 +6,800%
RA
258
Rise Advisors
New York
$28.5K +$10.1K +241 +65%
EWA
259
EverSource Wealth Advisors
Alabama
$27.5K +$15.4K +369 +167%
LI
260
LRI Investments
Florida
$26.9K +$5.48K +131 +29%
HCA
261
Harbor Capital Advisors
Illinois
$24K +$5.1K +122 +31%
AssetMark Inc
262
AssetMark Inc
California
$21.9K -$33.4K -798 -63%
NA
263
NewEdge Advisors
Louisiana
$20.5K +$2.13K +51 +13%
NL
264
NVWM LLC
Pennsylvania
$19.7K
AA
265
Ancora Advisors
Ohio
$18.7K
IA
266
IFP Advisors
Florida
$15.1K +$7.03K +168 +109%
Jones Financial Companies
267
Jones Financial Companies
Missouri
$12.5K -$1.25K -30 -10%
NEWAS
268
N.E.W. Advisory Services
Wisconsin
$11.7K
ACM
269
Aster Capital Management
United Arab Emirates
$11.7K +$10.5K +250 New
FFA
270
Farther Finance Advisors
California
$10.2K +$376 +9 +4%
EP
271
Essential Partners
California
$9.85K +$8.82K +211 New
AF
272
Allworth Financial
California
$9.34K +$1.04K +25 +14%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.34K +$1.04K +25 +14%
RIL
274
Rothschild Investment LLC
Illinois
$9.34K +$1.67K +40 +25%
WIM
275
Westside Investment Management
California
$8.77K +$7.53K +180 New

TEX Hedge Fund Activity: Q2 2025 in Review

326 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2025, worth a combined $3.08B — up 24% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TEX and 44 opened new positions — a net loss of 4 holders — while 117 trimmed existing stakes and 112 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $38.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $29M sold.

  • 326 institutional investors held Terex (TEX) as of Q2 2025, down from 333 in Q1 2025.
  • Funds reported $3.08B of Terex stock for Q2 2025, up 24% quarter-over-quarter.
  • 44 funds opened new Terex positions in Q2 2025 and 48 closed out, a net change of -4 holders.
  • The largest Terex buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $38.2M added.
  • The largest Terex seller in Q2 2025 was Balyasny Asset Management, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.