Terex
333 hedge funds and large institutions have $2.49B invested in Terex in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 126 increasing their positions, 111 reducing their positions, and 58 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 111
1.92% more ownership
Funds ownership: 97.3% → 99.23% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 350 → 333 (-17)
17% less capital invested
Capital invested by funds: $3B → $2.49B (-$514M)
24% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 58
37% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $16.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.1M |
| 3 |
Two Sigma Investments
New York
|
+$12.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.6M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$38.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$35.5M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$24.8M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14.1M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$10.5M |
TEX Hedge Fund Activity: Q1 2025 in Review
333 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2025, worth a combined $2.49B — down 17% from $3B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of TEX and 44 opened new positions — a net loss of 14 holders — while 111 trimmed existing stakes and 126 added.
The largest buyer was Fidelity Investments, adding an estimated $40.2M. The largest seller was First Trust Advisors, cutting an estimated $38.5M.
- 333 institutional investors held Terex (TEX) as of Q1 2025, down from 350 in Q4 2024.
- Funds reported $2.49B of Terex stock for Q1 2025, down 17% quarter-over-quarter.
- 44 funds opened new Terex positions in Q1 2025 and 58 closed out, a net change of -14 holders.
- The largest Terex buyer in Q1 2025 was Fidelity Investments, an estimated $40.2M added.
- The largest Terex seller in Q1 2025 was First Trust Advisors, an estimated $38.5M sold.
Based on aggregated 13F filings for Q1 2025.