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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
RWM
276
Rialto Wealth Management
New York
$8.22K +$711 +17 +11%
CTWM
277
Cherry Tree Wealth Management
Minnesota
$7.7K -$4.18K -100 -38%
SS
278
SBI Securities
Japan
$7.38K
WA
279
WPG Advisers
Maryland
$7.1K +$84 +2 +1%
BIA
280
Bell Investment Advisors
California
$7K +$2.55K +61 +69%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$6.91K
GGI
282
Godsey & Gibb Inc
Virginia
$5.78K
PWAM
283
Private Wealth Asset Management
Iowa
$5.74K
A
284
AlphaQuest
New York
$5.74K +$5.14K +123 New
CA
285
Clearstead Advisors
Ohio
$5.74K +$5.14K +123 New
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$5.65K -$10.5K -250 -67%
Mitsubishi UFJ Asset Management
287
Mitsubishi UFJ Asset Management
Japan
$5.65K
W
288
WealthCollab
Washington
$5.18K -$2.97K -71 -39%
VCM
289
Versant Capital Management
Arizona
$5.18K +$585 +14 +14%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$5.04K +$4.52K +108 New
QL
291
Quarry LP
New York
$5K +$3.26K +78 +269%
KIM
292
Kestra Investment Management
Texas
$5K +$4.47K +107 New
PWA
293
Physician Wealth Advisors
Utah
$4.81K +$4.31K +103 New
CG
294
Curat Global
New Hampshire
$4.67K
JGIA
295
Jackson Grant Investment Advisers
Connecticut
$4.41K
PWMG
296
Private Wealth Management Group
New Jersey
$4.16K +$3.72K +89 New
BF
297
BOK Financial
Oklahoma
$3.73K
SAM
298
Smartleaf Asset Management
Massachusetts
$3.47K -$21.3K -510 -87%
GRP
299
Global Retirement Partners
California
$3.17K +$2.84K +68 New
HWM
300
Hemington Wealth Management
Virginia
$3K +$544 +13 +20%

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.