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Terex
TEX

331 hedge funds and large institutions have $3.43B invested in Terex in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 125 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

29% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $18.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $3.08B → $3.43B (+$345M)

2.3% more ownership

Funds ownership: 99.53% → 101.84% (+2.3%)

2% more funds holding

Funds holding: 326 → 331 (+5)

21% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 125

Holders
331
Holders Change
+5
Holders Change %
+1.53%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
99
Reduced
125
Closed
35
Calls
$23.4M
Puts
$18.2M
Net Calls
+$5.28M
Net Calls Change
+$7.1M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M
2
Invesco
Invesco
Georgia
+$72.6M
3
UBS Group
UBS Group
Switzerland
+$30.8M
4
MPMG
Minneapolis Portfolio Management Group
Minnesota
+$9.84M
5
Citigroup
Citigroup
New York
+$9.47M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$41.3M
2
Walleye Capital
Walleye Capital
New York
-$21.1M
3
First Trust Advisors
First Trust Advisors
Illinois
-$16.3M
4
Jane Street
Jane Street
New York
-$15.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
351
Brooklyn Investment Group
New York
– -$50K -1,071 Closed
WSFS
352
Wilmington Savings Fund Society
Delaware
– -$35.3K -757 Closed
HCA
353
Harbor Capital Advisors
Illinois
– -$24K -512 Closed
ACM
354
Aster Capital Management
United Arab Emirates
– -$11.7K -250 Closed
GGI
355
Godsey & Gibb Inc
Virginia
– -$5.78K -124 Closed
KIM
356
Kestra Investment Management
Texas
– -$5K -107 Closed
QL
357
Quarry LP
New York
– -$5K -107 Closed
BF
358
BOK Financial
Oklahoma
– -$3.73K -80 Closed
HNW
359
High Note Wealth
Minnesota
– -$2.38K -51 Closed
GWM
360
Geneos Wealth Management
Colorado
– -$1.96K -42 Closed
TSMHT
361
Thurston Springer Miller Herd & Titak
Indiana
– -$1.68K -36 Closed
NC
362
NewSquare Capital
Pennsylvania
– -$980 -21 Closed
WCM
363
WealthTrak Capital Management
Virginia
– -$934 -20 Closed
TPWA
364
Twin Peaks Wealth Advisors
California
– -$101 -2 Closed
SC
365
Stephens Consulting
Michigan
– -$47 -1 Closed
CCM
366
Cloud Capital Management
Washington
– +$255 +5 New
11 12 13 14
15

TEX Hedge Fund Activity: Q3 2025 in Review

331 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2025, worth a combined $3.43B — up 11% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TEX positions and 35 closed out — a net gain of 7 holders — while 99 added to existing stakes and 125 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $121M. The largest seller was Millennium Management, cutting an estimated $41.3M.

  • 331 institutional investors held Terex (TEX) as of Q3 2025, up from 326 in Q2 2025.
  • Funds reported $3.43B of Terex stock for Q3 2025, up 11% quarter-over-quarter.
  • 42 funds opened new Terex positions in Q3 2025 and 35 closed out, a net change of +7 holders.
  • The largest Terex buyer in Q3 2025 was Wellington Management Group, an estimated $121M added.
  • The largest Terex seller in Q3 2025 was Millennium Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2025.