We are live on ! Find out more
TEX icon

Terex
TEX

331 hedge funds and large institutions have $3.43B invested in Terex in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 125 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

29% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $18.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $3.08B → $3.43B (+$345M)

2.3% more ownership

Funds ownership: 99.53% → 101.84% (+2.3%)

2% more funds holding

Funds holding: 326 → 331 (+5)

21% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 125

Holders
331
Holders Change
+5
Holders Change %
+1.53%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
99
Reduced
125
Closed
35
Calls
$23.4M
Puts
$18.2M
Net Calls
+$5.28M
Net Calls Change
+$7.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M
2
Invesco
Invesco
Georgia
+$72.6M
3
UBS Group
UBS Group
Switzerland
+$30.8M
4
MPMG
Minneapolis Portfolio Management Group
Minnesota
+$9.84M
5
Citigroup
Citigroup
New York
+$9.47M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$41.3M
2
Walleye Capital
Walleye Capital
New York
-$21.1M
3
First Trust Advisors
First Trust Advisors
Illinois
-$16.3M
4
Jane Street
Jane Street
New York
-$15.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$3.17M +$153 +3 +0%
EOJOAM
77
E. Ohman J:or Asset Management
Sweden
$3.17M – – –
Baird Financial Group
78
Baird Financial Group
Wisconsin
$3.04M -$149K -2,926 -5%
Deutsche Bank
79
Deutsche Bank
Germany
$2.96M +$275K +5,394 +10%
EP
80
Edgestream Partners
New Jersey
$2.67M +$955K +18,756 +56%
GLA
81
Great Lakes Advisors
Illinois
$2.64M -$191K -3,753 -7%
Verition Fund Management
82
Verition Fund Management
Connecticut
$2.62M -$724K -14,209 -22%
IA
83
Icon Advisers
Colorado
$2.51M – – –
Creative Planning
84
Creative Planning
Kansas
$2.47M +$223K +4,384 +10%
DHC
85
Drum Hill Capital
Connecticut
$2.45M – – –
Raymond James Financial
86
Raymond James Financial
Florida
$2.43M -$86K -1,689 -3%
MWM
87
Moran Wealth Management
Florida
$2.28M -$99.7K -1,957 -4%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$2.26M -$637K -12,500 -22%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.26M +$148K +2,897 +7%
DFCM
90
Dark Forest Capital Management
Puerto Rico
$2.18M +$2.16M +42,475 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.12M -$3.08M -60,525 -59%
WW
92
Waterfront Wealth
Kansas
$2.11M +$13.2K +260 +0.7%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$2.1M -$3.43M -67,368 -62%
SAM
94
Scopus Asset Management
New York
$2.05M +$2.04M +39,972 New
Citadel Advisors
95
Citadel Advisors
Florida
$2.04M -$5.12M -100,458 -72%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$2.01M +$43.2K +849 +2%
Canada Life
97
Canada Life
Manitoba, Canada
$2M – – –
Comerica Bank
98
Comerica Bank
Texas
$1.95M -$104K -2,039 -5%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.88M -$543K -10,659 -23%
MCM
100
Mork Capital Management
California
$1.8M – – –
2 3
4
5 6

TEX Hedge Fund Activity: Q3 2025 in Review

331 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q3 2025, worth a combined $3.43B — up 11% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TEX positions and 35 closed out — a net gain of 7 holders — while 99 added to existing stakes and 125 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $121M. The largest seller was Millennium Management, cutting an estimated $41.3M.

  • 331 institutional investors held Terex (TEX) as of Q3 2025, up from 326 in Q2 2025.
  • Funds reported $3.43B of Terex stock for Q3 2025, up 11% quarter-over-quarter.
  • 42 funds opened new Terex positions in Q3 2025 and 35 closed out, a net change of +7 holders.
  • The largest Terex buyer in Q3 2025 was Wellington Management Group, an estimated $121M added.
  • The largest Terex seller in Q3 2025 was Millennium Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2025.