TEX icon

Terex
TEX

Overview Fund Activity

324 hedge funds and large institutions have $3.08B invested in Terex in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
111
Reduced
115
Closed
47
Calls
$15.1M
Puts
$16.9M
Net Calls
-$1.81M
Net Calls Change
+$4.23M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$152M
2
Millennium Management
2
Millennium Management
New York
$39.4M
3
Walleye Capital
3
Walleye Capital
New York
$27.3M
4
LHC
4
Lodge Hill Capital
New York
$16.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$51.2M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$19.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$34.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.8M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
276
Cherry Tree Wealth Management
Minnesota
$7.7K -$4.67K -100 -38%
SS
277
SBI Securities
Japan
$7.38K – – –
WA
278
WPG Advisers
Maryland
$7.1K +$93 +2 +1%
BIA
279
Bell Investment Advisors
California
$7K +$2.85K +61 +69%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$6.91K – – –
GGI
281
Godsey & Gibb Inc
Virginia
$5.78K – – –
PWAM
282
Private Wealth Asset Management
Iowa
$5.74K – – –
A
283
AlphaQuest
New York
$5.74K +$5.74K +123 New
CA
284
Clearstead Advisors
Ohio
$5.74K +$5.74K +123 New
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$5.65K -$11.7K -250 -67%
Mitsubishi UFJ Asset Management
286
Mitsubishi UFJ Asset Management
Japan
$5.65K – – –
W
287
WealthCollab
Washington
$5.18K -$3.32K -71 -39%
VCM
288
Versant Capital Management
Arizona
$5.18K +$654 +14 +14%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$5.04K +$5.04K +108 New
QL
290
Quarry LP
New York
$5K +$3.64K +78 +269%
KIM
291
Kestra Investment Management
Texas
$5K +$5K +107 New
PWA
292
Physician Wealth Advisors
Utah
$4.81K +$4.81K +103 New
CG
293
Curat Global
New Hampshire
$4.67K – – –
JGIA
294
Jackson Grant Investment Advisers
Connecticut
$4.41K – – –
PWMG
295
Private Wealth Management Group
New Jersey
$4.16K +$4.16K +89 New
BF
296
BOK Financial
Oklahoma
$3.74K – – –
SAM
297
Smartleaf Asset Management
Massachusetts
$3.47K -$24.2K -510 -87%
GRP
298
Global Retirement Partners
California
$3.18K +$3.18K +68 New
HWM
299
Hemington Wealth Management
Virginia
$3K +$494 +13 +20%
FFO
300
Fortitude Family Office
Arizona
$2.99K +$2.99K +64 New
10 11
12
13 14