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Terex
TEX

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: 355 → 469 (+114)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10.9% less ownership

Funds ownership: 109.19% → 98.3% (-11%)

Holders
469
Holders Change
+114
Holders Change %
+32.11%
% of All Funds
5.77%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$498M
2
BlackRock
BlackRock
New York
+$349M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$110M
4
State Street
State Street
Massachusetts
+$107M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$77.3M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$86.7M
2
SSA
Schonfeld Strategic Advisors
New York
-$36.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$33.1M
4
Invesco
Invesco
Georgia
-$32.3M
5
Morgan Stanley
Morgan Stanley
New York
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
201
Easterly Investment Partners
Massachusetts
$1.21M -$651K -10,514 -33%
BHCM
202
Brevan Howard Capital Management
Jersey
$1.21M +$142K +2,288 +13%
Mariner
203
Mariner
Kansas
$1.21M +$1.27M +20,474 New
GI
204
GAMCO Investors
Connecticut
$1.19M -$49.5K -800 -4%
ACM
205
Aquatic Capital Management
Illinois
$1.19M +$337K +5,443 +37%
PA
206
Pinnacle Associates
New York
$1.17M +$925K +14,930 +302%
VCA
207
Verdence Capital Advisors
Maryland
$1.15M +$1.21M +19,483 New
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$1.14M +$805K +12,996 +209%
TFA
209
Toth Financial Advisory
Virginia
$1.13M +$1.18M +19,096 New
VAS
210
Vestmark Advisory Solutions
Massachusetts
$1.12M +$1.18M +19,027 New
LS
211
Livforsakringsbolaget Skandia
Sweden
$1.11M +$105K +1,700 +10%
Credit Agricole
212
Credit Agricole
France
$1.1M +$1.15M +18,637 New
GCM
213
Graham Capital Management
Connecticut
$1.09M -$2.16M -34,852 -65%
Neuberger Berman Group
214
Neuberger Berman Group
New York
$1.09M -$109K -1,767 -9%
SO
215
STRS Ohio
Ohio
$1.09M +$1.04M +16,871 +1,125%
HMS
216
Hanseatic Management Services
New Mexico
$1.08M +$1.13M +18,268 New
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$1.07M +$502K +8,102 +81%
MC
218
Maverick Capital
Texas
$996K +$1.04M +16,845 New
X
219
Xponance
Pennsylvania
$970K +$481K +7,768 +90%
CWS
220
Confluence Wealth Services
Pennsylvania
$968K -$41.2K -665 -4%
AC
221
Allstate Corporation
Illinois
$967K +$1.01M +16,360 New
ASN
222
Advisory Services Network
Georgia
$964K +$137K +2,215 +16%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$964K +$375K +6,048 +59%
Public Sector Pension Investment Board (PSP Investments)
224
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$959K +$1M +16,227 New
PFPG
225
Pinnacle Financial Partners (Georgia)
Georgia
$927K +$971K +15,683 New
7 8
9
10 11

TEX Hedge Fund Activity: Q1 2026 in Review

469 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Terex (TEX) for Q1 2026, worth a combined $6.59B — up 72% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TEX positions and 40 closed out — a net gain of 123 holders — while 195 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $498M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $86.7M.

  • 469 institutional investors held Terex (TEX) as of Q1 2026, up from 355 in Q4 2025.
  • Funds reported $6.59B of Terex stock for Q1 2026, up 72% quarter-over-quarter.
  • 163 funds opened new Terex positions in Q1 2026 and 40 closed out, a net change of +123 holders.
  • The largest Terex buyer in Q1 2026 was Fidelity Investments, an estimated $498M added.
  • The largest Terex seller in Q1 2026 was Fuller & Thaler Asset Management, an estimated $86.7M sold.

Based on aggregated 13F filings for Q1 2026.