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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: 355469 (+114)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10.9% less ownership

Funds ownership: 109.19%98.3% (-11%)

Holders
469
Holders Change
+114
Holders Change %
+32.11%
% of All Funds
5.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
376
Cassaday & Co Wealth Management
Virginia
$47.4K +$49.7K +802 New
Optiver Holding
377
Optiver Holding
Netherlands
$46.2K +$19.5K +315 +67%
AF
378
Allworth Financial
California
$45.6K +$32.3K +521 +208%
PTC
379
Private Trust Company
Ohio
$44.5K
CFSG
380
Community Financial Services Group
Vermont
$39.2K +$40.3K +650 New
OPTFSNA
381
Old Point Trust & Financial Services N A
Virginia
$38.7K
MCA
382
McGuire Capital Advisors
Oklahoma
$33.7K +$35.3K +570 New
Los Angeles Capital Management
383
Los Angeles Capital Management
California
$33.6K +$13.3K +215 +61%
EP
384
Essential Partners
California
$33.3K +$22K +356 +171%
VCM
385
Versant Capital Management
Arizona
$30.6K +$24.6K +398 +334%
Mitsubishi UFJ Asset Management
386
Mitsubishi UFJ Asset Management
Japan
$28.5K +$22.4K +362 +299%
1IA
387
1620 Investment Advisors
Massachusetts
$27.7K
AssetMark Inc
388
AssetMark Inc
California
$26K +$3.53K +57 +15%
AA
389
Ancora Advisors
Ohio
$23.6K
RIL
390
Rothschild Investment LLC
Illinois
$22.7K +$12.1K +195 +103%
VERPA
391
Virginia Estate & Retirement Planning Advisors
Virginia
$22.6K +$6.69K +108 New
LI
392
LRI Investments
Florida
$22.5K -$12.1K -196 -34%
AAP
393
Arax Advisory Partners
Colorado
$22.3K +$19.6K +316 +518%
BC
394
Bayforest Capital
United Kingdom
$22K -$287K -4,640 -93%
FFO
395
Fortitude Family Office
Arizona
$21.9K +$20.6K +333 +900%
WIM
396
Westside Investment Management
California
$21.7K
DWP
397
Destiny Wealth Partners
Florida
$21.3K +$22.3K +360 New
AAS
398
Ameritas Advisory Services
Nebraska
$20.7K +$21.7K +350 New
W
399
WealthCollab
Washington
$19K +$13K +210 +189%
KG
400
Kilter Group
New York
$15K +$7.68K +124 +95%