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Terex
TEX

469 hedge funds and large institutions have $6.59B invested in Terex in 2026 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 195 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 40

195% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 66

72% more capital invested

Capital invested by funds: $3.83B → $6.59B (+$2.76B)

67% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.2M

32% more funds holding

Funds holding: 355 → 469 (+114)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10.9% less ownership

Funds ownership: 109.19% → 98.3% (-11%)

Holders
469
Holders Change
+114
Holders Change %
+32.11%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
163
Increased
195
Reduced
66
Closed
40
Calls
$18.6M
Puts
$11.2M
Net Calls
+$7.44M
Net Calls Change
-$8.43M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$498M
2
BlackRock
BlackRock
New York
+$349M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$110M
4
State Street
State Street
Massachusetts
+$107M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$77.3M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$86.7M
2
SSA
Schonfeld Strategic Advisors
New York
-$36.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$33.1M
4
Invesco
Invesco
Georgia
-$32.3M
5
Morgan Stanley
Morgan Stanley
New York
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
251
Greenhaven Associates
New York
$645K -$526K -8,500 -44%
Federated Hermes
252
Federated Hermes
Pennsylvania
$622K +$325K +5,255 +100%
WG
253
Winton Group
United Kingdom
$621K +$650K +10,500 New
GF
254
Gabelli Funds
New York
$620K +$216K +3,490 +50%
PWM
255
Perigon Wealth Management
California
$614K +$70.5K +1,138 +12%
TRCT
256
Tower Research Capital (TRC)
New York
$610K +$420K +6,788 +192%
Walleye Trading
257
Walleye Trading
New York
$589K +$617K +9,960 New
NA
258
Navellier & Associates
Nevada
$586K +$614K +9,913 New
US Bancorp
259
US Bancorp
Minnesota
$579K +$262K +4,236 +76%
CBU
260
CIBC Bancorp USA
Illinois
$578K +$605K +9,773 New
SLAM
261
Swiss Life Asset Management
$560K +$587K +9,478 New
BC
262
Barnett & Company
Tennessee
$558K – – –
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$556K +$329K +5,316 +130%
HSBC Holdings
264
HSBC Holdings
United Kingdom
$547K +$573K +9,253 New
HWAM
265
Hennion & Walsh Asset Management
New Jersey
$537K +$563K +9,088 New
EI
266
Ethic Inc
New York
$528K +$125K +2,022 +29%
EWA
267
Exit Wealth Advisors
Georgia
$510K +$534K +8,626 New
SAM
268
Securian Asset Management
Minnesota
$495K +$223K +3,605 +75%
BA
269
Bridgewater Associates
Connecticut
$471K -$1.67M -26,908 -77%
CI
270
Corient IA
Florida
$468K +$490K +7,915 New
BIG
271
Brooklyn Investment Group
New York
$466K +$230K +3,712 +89%
QCM
272
QRG Capital Management
Illinois
$451K +$143K +2,313 +43%
M&T Bank
273
M&T Bank
New York
$445K +$65.3K +1,055 +16%
AIM
274
Aigen Investment Management
New York
$439K +$460K +7,426 New
VT
275
Vise Technologies
New York
$438K – – –
9 10
11
12 13

TEX Hedge Fund Activity: Q1 2026 in Review

469 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2026, worth a combined $6.59B — up 72% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TEX positions and 40 closed out — a net gain of 123 holders — while 195 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $498M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $86.7M.

  • 469 institutional investors held Terex (TEX) as of Q1 2026, up from 355 in Q4 2025.
  • Funds reported $6.59B of Terex stock for Q1 2026, up 72% quarter-over-quarter.
  • 163 funds opened new Terex positions in Q1 2026 and 40 closed out, a net change of +123 holders.
  • The largest Terex buyer in Q1 2026 was Fidelity Investments, an estimated $498M added.
  • The largest Terex seller in Q1 2026 was Fuller & Thaler Asset Management, an estimated $86.7M sold.

Based on aggregated 13F filings for Q1 2026.