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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
CFO
201
Callan Family Office
Pennsylvania
$281K +$252K +6,020 New
QCM
202
QRG Capital Management
Illinois
$278K +$15.4K +368 +7%
QCG
203
Quadrant Capital Group
Ohio
$275K -$48.2K -1,153 -16%
SAM
204
Shell Asset Management
Netherlands
$270K -$45.5K -1,089 -16%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$262K +$235K +5,619 New
US Bancorp
206
US Bancorp
Minnesota
$262K +$4.47K +107 +2%
OF
207
Optimize Financial
California
$260K -$1.67K -40 -0.7%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$258K -$17.1K -410 -7%
EAM
209
Erste Asset Management
Austria
$257K +$226K +5,400 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$255K -$2.96M -70,745 -93%
KCM
211
Kendall Capital Management
Maryland
$255K -$44.3K -1,060 -16%
LIA
212
Limestone Investment Advisors
New York
$251K
FC
213
Farringdon Capital
United Kingdom
$250K +$224K +5,350 New
P
214
&Partners
Tennessee
$243K -$10.5K -252 -5%
Wolverine Trading
215
Wolverine Trading
Illinois
$242K +$213K +5,084 New
SAM
216
Securian Asset Management
Minnesota
$231K
PA
217
Pinnacle Associates
New York
$228K +$204K +4,890 New
SFA
218
Sequoia Financial Advisors
Ohio
$226K +$203K +4,846 New
KPWS
219
Kestra Private Wealth Services
Texas
$222K +$199K +4,765 New
Osaic Holdings
220
Osaic Holdings
Arizona
$222K +$42 +1 +0%
VI
221
Vestcor Inc
New Brunswick, Canada
$220K -$527K -12,600 -73%
BC
222
Burney Company
Virginia
$218K -$555K -13,282 -74%
SCM
223
Shelton Capital Management
Colorado
$214K +$191K +4,574 New
Stifel Financial
224
Stifel Financial
Missouri
$212K -$303K -7,248 -61%
JG
225
Jain Global
New York
$206K -$138K -3,300 -43%

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.