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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 %
KG
301
Kilter Group
New York
$2.76K +$2.76K +59 New
HNW
302
High Note Wealth
Minnesota
$2.38K – – –
MHR
303
Matthew Hamilton Rosenberg
$2.17K – – –
GWM
304
Geneos Wealth Management
Colorado
$1.96K +$560 +12 +40%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$1.87K -$234 -5 -11%
TSMHT
306
Thurston Springer Miller Herd & Titak
Indiana
$1.68K – – –
PWMG
307
Prestige Wealth Management Group
New Jersey
$1.64K +$467 +10 +40%
HNB
308
Huntington National Bank
Ohio
$1.63K +$1.07K +23 +192%
BFS
309
Bare Financial Services
Pennsylvania
$1.21K +$1.21K +26 New
NC
310
NewSquare Capital
Pennsylvania
$980 +$980 +21 New
S
311
Sachetta
Massachusetts
$934 -$1.31K -28 -58%
WCM
312
WealthTrak Capital Management
Virginia
$934 – – –
TC
313
Truvestments Capital
Florida
$840 – – –
HWP
314
Highline Wealth Partners
California
$840 – – –
SC
315
SouthState Corp
Florida
$701 – – –
TWD
316
True Wealth Design
Ohio
$467 -$654 -14 -58%
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$421 -$47 -1 -10%
JWA
318
JFS Wealth Advisors
Pennsylvania
$374 -$1.87K -40 -83%
HIA
319
HFM Investment Advisors
New Jersey
$187 +$140 +3 +300%
TPWA
320
Twin Peaks Wealth Advisors
California
$101 +$101 +2 New
PWM
321
Parkworth Wealth Management
California
$93 – – –
BHWM
322
Bay Harbor Wealth Management
Maryland
$93 +$47 +1 +100%
SC
323
Stephens Consulting
Michigan
$47 -$1.36K -29 -97%
SIC
324
SJS Investment Consulting
Ohio
$47 -$188 -4 -80%
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
– -$29M -766,502 Closed
11 12
13
14 15