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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
GS
351
GTS Securities
New York
-$343K -9,071 Closed
BCI
352
Brinker Capital Investments
Pennsylvania
-$302K -7,986 Closed
BC
353
Barnett & Company
Tennessee
-$276K -7,300 Closed
I
354
InceptionR
California
-$263K -6,951 Closed
BP
355
Ballentine Partners
Massachusetts
-$253K -6,705 Closed
TC
356
TownSquare Capital
Utah
-$245K -6,486 Closed
AC
357
AXQ Capital
New Jersey
-$237K -6,280 Closed
HSBC Holdings
358
HSBC Holdings
United Kingdom
-$217K -5,772 Closed
PTC
359
Petrus Trust Company
Texas
-$214K -5,669 Closed
JFG
360
Jefferies Financial Group
New York
-$214K -5,652 Closed
SOW
361
State of Wyoming
Wyoming
-$190K -5,039 Closed
LSA
362
Leonteq Securities AG
Switzerland
-$92.5K -2,450 Closed
CCM
363
Coldstream Capital Management
Washington
-$86.5K -2,289 Closed
HT
364
Headlands Technologies
Illinois
-$37.1K -981 Closed
HCP
365
Hexagon Capital Partners
Arkansas
-$32K -847 Closed
Group One Trading
366
Group One Trading
Illinois
-$27.5K -657 Closed
Barrow, Hanley, Mewhinney & Strauss
367
Barrow, Hanley, Mewhinney & Strauss
Texas
-$12.2K -324 Closed
CT
368
Clearstead Trust
Maine
-$5.03K -133 Closed
CTC
369
Cetera Trust Company
Minnesota
-$3.7K -98 Closed
QC
370
Quent Capital
New York
-$1.1K -29 Closed
HFS
371
Hughes Financial Services
Virginia
-$990 -26 Closed
CFO
372
CVA Family Office
Colorado
-$529 -14 Closed
CA
373
CoreCap Advisors
Michigan
-$264 -7 Closed
GFPC
374
Global Financial Private Client
Florida
-$189 -5 Closed
AW
375
Avion Wealth
Texas
+$585 +14 New

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.