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Terex
TEX

355 hedge funds and large institutions have $3.83B invested in Terex in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $9.53M

86% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $3.43B → $3.83B (+$402M)

7.36% more ownership

Funds ownership: 101.84% → 109.19% (+7.4%)

7% more funds holding

Funds holding: 331 → 355 (+24)

9% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 124

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
355
Holders Change
+24
Holders Change %
+7.25%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
67
Increased
113
Reduced
124
Closed
36
Calls
$25.4M
Puts
$9.53M
Net Calls
+$15.9M
Net Calls Change
+$10.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$81.6M
2
SSA
Schonfeld Strategic Advisors
New York
+$66M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$61.1M
4
Morgan Stanley
Morgan Stanley
New York
+$36.7M
5
FGP
Freestone Grove Partners
California
+$25.8M

Top Sellers

1
GA
Greenhaven Associates
New York
-$73.6M
2
Macquarie Group
Macquarie Group
Australia
-$68.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.9M
4
UBS Group
UBS Group
Switzerland
-$34.8M
5
LHC
Lodge Hill Capital
New York
-$27.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
376
O'Shaughnessy Asset Management
Connecticut
– -$247K -4,824 Closed
Mariner
377
Mariner
Kansas
– -$234K -4,561 Closed
CCM
378
Coldstream Capital Management
Washington
– -$212K -4,125 Closed
LWM
379
Lyell Wealth Management
California
– -$205K -4,000 Closed
PS
380
Principal Securities
Iowa
– -$81.4K -1,586 Closed
RA
381
Rise Advisors
New York
– -$65.3K -1,274 Closed
HFM
382
Harvest Fund Management
China
– -$20K -391 Closed
NL
383
NVWM LLC
Pennsylvania
– -$19.5K -380 Closed
WANY
384
Wealthspire Advisors (New York)
New York
– -$17.2K -336 Closed
Simplex Trading
385
Simplex Trading
Illinois
– -$16.8K -333 Closed
CIAM
386
Caitong International Asset Management
Hong Kong
– -$11K -214 Closed
BBHC
387
Brown Brothers Harriman & Co
New York
– -$5.33K -104 Closed
HWP
388
Highline Wealth Partners
California
– -$923 -18 Closed
JWM
389
JPL Wealth Management
Colorado
– -$770 -15 Closed
SC
390
SouthState Corp
Florida
– -$770 -15 Closed
12 13 14 15
16

TEX Hedge Fund Activity: Q4 2025 in Review

355 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q4 2025, worth a combined $3.83B — up 12% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TEX positions and 36 closed out — a net gain of 31 holders — while 113 added to existing stakes and 124 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $81.6M. The largest seller was Greenhaven Associates, cutting an estimated $73.6M.

  • 355 institutional investors held Terex (TEX) as of Q4 2025, up from 331 in Q3 2025.
  • Funds reported $3.83B of Terex stock for Q4 2025, up 12% quarter-over-quarter.
  • 67 funds opened new Terex positions in Q4 2025 and 36 closed out, a net change of +31 holders.
  • The largest Terex buyer in Q4 2025 was Citadel Advisors, an estimated $81.6M added.
  • The largest Terex seller in Q4 2025 was Greenhaven Associates, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2025.