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Terex
TEX

Overview Fund Activity

331 hedge funds and large institutions have $2.47B invested in Terex in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 109 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
125
Reduced
109
Closed
58
Calls
$10.5M
Puts
$16.5M
Net Calls
-$6.05M
Net Calls Change
+$4.34M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.6M
3
Two Sigma Investments
Two Sigma Investments
New York
+$10.9M
4
UBS Group
UBS Group
Switzerland
+$9.13M
5
BA
Bridgewater Associates
Connecticut
+$8.99M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$33.3M
2
Invesco
Invesco
Georgia
-$30.7M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$12.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$367M +$34.8M +921,516 +10%
BlackRock
2
BlackRock
New York
$326M -$3.67M -97,175 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$255M +$1.67M +44,254 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$115M +$3.29M +87,194 +3%
State Street
5
State Street
Massachusetts
$94.7M -$1.78M -46,991 -2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$88.4M +$7.11M +188,195 +9%
Fisher Asset Management
7
Fisher Asset Management
Washington
$78.7M +$7.24M +191,723 +10%
American Century Companies
8
American Century Companies
Missouri
$66.7M +$925K +24,484 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$61.7M +$1.82M +48,183 +3%
GA
10
Greenhaven Associates
New York
$56.8M – – –
Macquarie Group
11
Macquarie Group
Australia
$50.5M +$5.75M +152,077 +13%
Goldman Sachs
12
Goldman Sachs
New York
$41.3M +$4.91M +130,077 +14%
First Trust Advisors
13
First Trust Advisors
Illinois
$39.7M -$33.3M -880,695 -46%
Charles Schwab
14
Charles Schwab
California
$38.6M +$1.48M +39,068 +4%
Morgan Stanley
15
Morgan Stanley
New York
$33.6M +$5.46M +144,651 +19%
Northern Trust
16
Northern Trust
Illinois
$32.8M -$945K -25,017 -3%
Victory Capital Management
17
Victory Capital Management
Texas
$32.1M +$3.95M +104,554 +14%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$29M +$15.6M +413,722 +117%
AQR Capital Management
19
AQR Capital Management
Connecticut
$28.9M -$12.1M -322,028 -29%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$26.9M -$21.5M -567,877 -44%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.2M -$1.17M -30,930 -4%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$23.4M +$4.51M +119,330 +24%
UBS Group
23
UBS Group
Switzerland
$19.7M +$9.13M +241,696 +86%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$17.8M -$9.11M -241,084 -34%
MPMG
25
Minneapolis Portfolio Management Group
Minnesota
$17.2M +$24.8K +657 +0.1%
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