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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
PWMG
426
Private Wealth Management Group
New Jersey
$5.26K
PFBT
427
Parkside Financial Bank & Trust
Missouri
$4.91K
KFAS
428
Keating Financial Advisory Services
Kansas
$4.79K +$1.36K +22 +37%
CFO
429
CVA Family Office
Colorado
$4.79K +$5.02K +81 New
IAIM
430
International Assets Investment Management
Florida
$4.64K
GFA
431
Godfrey Financial Associates
New York
$4.61K
BFS
432
Bare Financial Services
Pennsylvania
$3.84K +$1.8K +29 +81%
IWS
433
Intentional Wealth Strategies
Colorado
$3.84K +$4.03K +65 New
MNA
434
Manning & Napier Advisors
New York
$3.68K +$4.15K +67 New
JWA
435
JFS Wealth Advisors
Pennsylvania
$3.31K
MB
436
MidFirst Bank
Oklahoma
$3.31K +$3.47K +56 New
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$3.07K +$124 +2 +4%
S
438
Sachetta
Massachusetts
$2.9K +$1.8K +29 +145%
ZBNA
439
Zions Bancorporation, National Association
Utah
$2.78K +$2.91K +47 New
MHR
440
Matthew Hamilton Rosenberg
$2.75K
PWMG
441
Prestige Wealth Management Group
New Jersey
$2.07K
RWS
442
Retirement Wealth Solutions
Wisconsin
$2.01K
SIC
443
SJS Investment Consulting
Ohio
$2.01K +$1.8K +29 +580%
BWA
444
Basecamp Wealth Advisors
Washington
$1.83K
QC
445
Quent Capital
New York
$1.77K
HNW
446
High Note Wealth
Minnesota
$1.71K +$1.8K +29 New
CA
447
Clearstead Advisors
Ohio
$1.48K -$16.4K -265 -91%
TPWA
448
Twin Peaks Wealth Advisors
California
$1.48K +$1.55K +25 New
MCM
449
Manchester Capital Management
Vermont
$1.42K
JGIA
450
Jackson Grant Investment Advisers
Connecticut
$1.39K -$4.33K -70 -74%