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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
Creative Planning
101
Creative Planning
Kansas
$5.51M +$2.9M +46,863 +101%
Allianz Asset Management
102
Allianz Asset Management
Germany
$5.48M +$5.74M +92,730 New
BAM
103
Ballast Asset Management
Texas
$5.03M +$129K +2,090 +3%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$4.89M -$11M -178,390 -68%
Hudson Bay Capital Management
105
Hudson Bay Capital Management
Connecticut
$4.78M +$5.01M +80,892 New
MAP
106
Moody Aldrich Partners
Massachusetts
$4.74M +$4.97M +80,253 New
Lazard Asset Management
107
Lazard Asset Management
New York
$4.69M +$4.13M +66,763 +533%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$4.63M +$5.22M +84,317 New
CM
109
Castleark Management
Illinois
$4.45M +$4.66M +75,290 New
EOJOAM
110
E. Ohman J:or Asset Management
Sweden
$4.18M +$556K +8,978 +15%
Canada Life
111
Canada Life
Manitoba, Canada
$4.11M +$1.86M +30,009 +76%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$3.86M +$2.64M +42,633 +188%
FA
113
Fagan Associates
New York
$3.76M +$3.93M +63,540 New
Prudential Financial
114
Prudential Financial
New Jersey
$3.69M -$87.4K -1,412 -2%
GWM
115
Greenwich Wealth Management
Connecticut
$3.68M +$372 +6 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
116
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.64M +$883K +14,260 +30%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$3.44M +$2.47M +39,809 +217%
IIM
118
INTECH Investment Management
Florida
$3.42M +$1.34M +21,650 +60%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.4M -$61.5K -993 -2%
TC
120
TwinBeech Capital
New York
$3.31M +$3.47M +56,000 New
IC
121
IEQ Capital
California
$3.22M +$3.06M +49,446 +993%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$3.09M +$3.24M +52,276 New
HW
123
Hancock Whitney
Mississippi
$3.08M +$2.68M +43,290 +695%
SC
124
SMA Capital
New York
$3.08M +$3.23M +52,101 New
AG
125
Algert Global
California
$3M +$3.15M +50,841 New