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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
KAS
276
Kestra Advisory Services
Texas
$436K +$17.7K +286 +4%
PCA
277
Pallas Capital Advisors
Massachusetts
$426K +$447K +7,211 New
RLH
278
RD Lewis Holdings
Florida
$417K +$401K +6,477 New
SOW
279
State of Wyoming
Wyoming
$413K -$704K -11,376 -62%
KPWS
280
Kestra Private Wealth Services
Texas
$413K +$1.24K +20 +0.3%
DnB Asset Management
281
DnB Asset Management
Norway
$412K +$431K +6,963 New
PCI
282
Planning Center Inc
Illinois
$406K +$425K +6,869 New
MWM
283
Mission Wealth Management
California
$403K +$422K +6,818 New
P
284
&Partners
Tennessee
$398K -$2.42K -39 -0.6%
OWG
285
Oxford Wealth Group
Florida
$390K +$409K +6,602 New
Vontobel Holding
286
Vontobel Holding
Switzerland
$385K +$403K +6,508 New
QCG
287
Quadrant Capital Group
Ohio
$380K +$1.86K +30 +0.5%
SAI
288
Systematic Alpha Investments
New Jersey
$377K +$395K +6,375 New
MFG
289
Merit Financial Group
Georgia
$362K +$379K +6,121 New
CFO
290
Callan Family Office
Pennsylvania
$359K -$20K -323 -5%
PWMAG
291
Pinnacle Wealth Management Advisory Group
New Jersey
$359K +$376K +6,069 New
SCM
292
Shelton Capital Management
Colorado
$349K +$82.3K +1,329 +29%
AI
293
Atria Investments
North Carolina
$349K +$365K +5,899 New
SFA
294
Sequoia Financial Advisors
Ohio
$321K -$51K -823 -13%
FCM
295
Fieldview Capital Management
Michigan
$320K -$1.87M -30,144 -85%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$320K +$68.8K +1,111 +26%
EF
297
Empowered Funds
Pennsylvania
$315K +$330K +5,324 New
AWP
298
Abacus Wealth Partners
California
$311K +$326K +5,269 New
CCS
299
Concentric Capital Strategies
Connecticut
$300K +$314K +5,068 New
OAS
300
Optivise Advisory Services
Tennessee
$293K +$307K +4,950 New
10 11
12
13 14

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.