We are live on ! Find out more

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
NEWAS
401
N.E.W. Advisory Services
Wisconsin
$14.9K +$62 +1 +0.4%
RFP
402
Root Financial Partners
California
$14.5K +$5.82K +94 +62%
NA
403
NewEdge Advisors
Louisiana
$12.8K -$13.8K -223 -51%
DRP
404
Decker Retirement Planning
Utah
$12.7K +$13.3K +215 New
Barrow, Hanley, Mewhinney & Strauss
405
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.4K
TWD
406
True Wealth Design
Ohio
$11.8K +$11.7K +189 +1,890%
AWA
407
Acumen Wealth Advisors
Tennessee
$11.6K +$12.1K +196 New
RWM
408
Rialto Wealth Management
New York
$11.4K +$929 +15 +8%
HI
409
Harbour Investments
Wisconsin
$10.8K -$7.74K -125 -41%
CTWM
410
Cherry Tree Wealth Management
Minnesota
$9.75K
SS
411
SBI Securities
Japan
$9.52K +$495 +8 +5%
OCWP
412
Owl Creek Wealth Partners
Colorado
$9.4K +$9.85K +159 New
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$8.45K +$4.15K +67 +88%
BIA
414
Bell Investment Advisors
California
$8.39K +$1.3K +21 +17%
HNB
415
Huntington National Bank
Ohio
$7.33K +$5.51K +89 +254%
SEP
416
Signature Equity Partners
Ohio
$7.33K +$7.68K +124 New
PWAM
417
Private Wealth Asset Management
Iowa
$7.27K
MA
418
MCF Advisors
Kentucky
$6.8K +$7.12K +115 New
KFI
419
Key Financial Inc
Pennsylvania
$6.68K
ECSS
420
Eurizon Capital SGR SpA
$6.51K -$11.5K -185 -61%
JSAM
421
J. Safra Asset Management
New York
$6.44K +$6.75K +109 New
PWA
422
Physician Wealth Advisors
Utah
$6.09K
DB
423
Danske Bank
Denmark
$5.91K -$6.19K -100 -50%
WA
424
WPG Advisers
Maryland
$5.55K +$1.36K +22 +31%
RF
425
Rossby Financial
Florida
$5.37K +$5.51K +89 New