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326 hedge funds and large institutions have $3.08B invested in Terex in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $2.49B → $3.08B (+$595M)

0.31% more ownership

Funds ownership: 99.23%99.53% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 117

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

2% less funds holding

Funds holding: 333326 (-7)

11% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $16.9M

Holders
326
Holders Change
-7
Holders Change %
-2.1%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
112
Reduced
117
Closed
48
Calls
$15.1M
Puts
$16.9M
Net Calls
-$1.81M
Net Calls Change
+$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$22.2M +$7.12M +170,339 +56%
MPMG
27
Minneapolis Portfolio Management Group
Minnesota
$21.2M -$26.9K -644 -0.1%
UBS AM
28
UBS AM
Illinois
$19.4M +$9.17M +219,254 +112%
Two Sigma Investments
29
Two Sigma Investments
New York
$19.2M +$5.18M +123,764 +43%
AQR Capital Management
30
AQR Capital Management
Connecticut
$19.1M -$15.1M -361,699 -47%
Prudential Financial
31
Prudential Financial
New Jersey
$17M +$385K +9,201 +3%
UBS Group
32
UBS Group
Switzerland
$16.8M -$6.81M -162,920 -31%
LHC
33
Lodge Hill Capital
New York
$16.1M +$14.4M +344,450 New
Jane Street
34
Jane Street
New York
$14.4M +$5.52M +131,917 +74%
FSCM
35
Front Street Capital Management
Montana
$12.1M -$51.5K -1,231 -0.5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$12M +$5.49M +131,386 +104%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$12M -$71.4K -1,707 -0.7%
ClearBridge Investments
38
ClearBridge Investments
New York
$11.7M -$2.12M -50,717 -17%
CWP
39
Curated Wealth Partners
California
$10.6M
Two Sigma Advisers
40
Two Sigma Advisers
New York
$10.5M +$2.71M +64,700 +40%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$10.4M -$102K -2,442 -1%
ECM
42
ExodusPoint Capital Management
New York
$8.31M +$3.76M +89,985 +102%
Invesco
43
Invesco
Georgia
$8.31M -$9.25M -221,223 -55%
Wells Fargo
44
Wells Fargo
California
$7.99M +$1.58M +37,822 +28%
Barclays
45
Barclays
United Kingdom
$7.96M +$2.37M +56,649 +50%
N
46
Nuveen
North Carolina
$7.68M -$855K -20,451 -11%
AIM
47
Atlantic Investment Management
New York
$7.24M
Principal Financial Group
48
Principal Financial Group
Iowa
$7.03M -$3.24M -77,410 -34%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$7.02M +$1.7M +40,754 +37%
Citadel Advisors
50
Citadel Advisors
Florida
$6.55M +$591K +14,128 +11%

TEX Hedge Fund Activity: Q2 2025 in Review

326 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q2 2025, worth a combined $3.08B — up 24% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TEX and 44 opened new positions — a net loss of 4 holders — while 117 trimmed existing stakes and 112 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $38.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $29M sold.

  • 326 institutional investors held Terex (TEX) as of Q2 2025, down from 333 in Q1 2025.
  • Funds reported $3.08B of Terex stock for Q2 2025, up 24% quarter-over-quarter.
  • 44 funds opened new Terex positions in Q2 2025 and 48 closed out, a net change of -4 holders.
  • The largest Terex buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $38.2M added.
  • The largest Terex seller in Q2 2025 was Balyasny Asset Management, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.