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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
SC
101
SummitTX Capital
Texas
$1.87M +$1.67M +40,000 New
WW
102
Waterfront Wealth
Kansas
$1.84M -$39.7K -949 -2%
Canada Life
103
Canada Life
Manitoba, Canada
$1.82M -$152K -3,645 -9%
VF
104
Vest Financial
Virginia
$1.79M -$209K -4,990 -12%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$1.79M +$28.9K +690 +2%
HW
106
Hancock Whitney
Mississippi
$1.69M -$7.02M -167,867 -82%
MCM
107
Mork Capital Management
California
$1.63M
EP
108
Edgestream Partners
New Jersey
$1.55M +$1.39M +33,242 New
XT
109
XTX Topco
Cayman Islands
$1.55M +$1.39M +33,214 New
MOACM
110
Mutual of America Capital Management
New York
$1.52M -$64.8K -1,550 -5%
LPL Financial
111
LPL Financial
California
$1.51M +$51.6K +1,234 +4%
EIP
112
Easterly Investment Partners
Massachusetts
$1.5M -$62.3K -1,490 -4%
AIP
113
Ameritas Investment Partners
Nebraska
$1.47M -$13.7K -328 -1%
SI
114
Sapience Investments
California
$1.44M +$254K +6,071 +24%
AMI
115
Amica Mutual Insurance
Rhode Island
$1.42M
MMA
116
Miracle Mile Advisors
California
$1.39M -$962 -23 -0.1%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$1.38M
AB
118
Amalgamated Bank
New York
$1.35M -$37K -884 -3%
EGM
119
Engineers Gate Manager
New York
$1.31M -$740K -17,701 -39%
DB
120
Danske Bank
Denmark
$1.31M +$1.17M +27,869 +13,935%
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$1.3M -$5.65K -135 -0.5%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$1.28M +$148K +3,530 +15%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$1.28M
CAM
124
Cozad Asset Management
Illinois
$1.27M -$123K -2,934 -10%
QCM
125
Qsemble Capital Management
New York
$1.2M +$254K +6,068 +31%

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.