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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
FFO
301
Fortitude Family Office
Arizona
$2.99K +$2.68K +64 New
KG
302
Kilter Group
New York
$2.75K +$2.47K +59 New
HNW
303
High Note Wealth
Minnesota
$2.38K
MHR
304
Matthew Hamilton Rosenberg
$2.17K
GWM
305
Geneos Wealth Management
Colorado
$1.96K +$502 +12 +40%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$1.87K -$209 -5 -11%
TSMHT
307
Thurston Springer Miller Herd & Titak
Indiana
$1.68K
PWMG
308
Prestige Wealth Management Group
New Jersey
$1.64K +$418 +10 +40%
HNB
309
Huntington National Bank
Ohio
$1.63K +$962 +23 +192%
BFS
310
Bare Financial Services
Pennsylvania
$1.21K +$1.09K +26 New
NC
311
NewSquare Capital
Pennsylvania
$980 +$878 +21 New
S
312
Sachetta
Massachusetts
$934 -$1.17K -28 -58%
WCM
313
WealthTrak Capital Management
Virginia
$934
HWP
314
Highline Wealth Partners
California
$840
TC
315
Truvestments Capital
Florida
$840
SC
316
SouthState Corp
Florida
$701
TWD
317
True Wealth Design
Ohio
$467 -$585 -14 -58%
DPW
318
DiNuzzo Private Wealth
Pennsylvania
$421 -$42 -1 -10%
JWA
319
JFS Wealth Advisors
Pennsylvania
$374 -$1.67K -40 -83%
HPC
320
HM Payson & Co
Maine
$234 -$66.1K -1,580 -100%
HIA
321
HFM Investment Advisors
New Jersey
$187 +$125 +3 +300%
TPWA
322
Twin Peaks Wealth Advisors
California
$101 +$84 +2 New
PWM
323
Parkworth Wealth Management
California
$93
BHWM
324
Bay Harbor Wealth Management
Maryland
$93 +$42 +1 +100%
SC
325
Stephens Consulting
Michigan
$47 -$1.21K -29 -97%

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.