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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$459M +$5.7M +136,195 +1%
BlackRock
2
BlackRock
New York
$395M -$7.48M -178,890 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$310M -$4.45M -106,378 -2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$152M +$38.2M +913,585 +39%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$152M +$8.22M +196,601 +6%
State Street
6
State Street
Massachusetts
$115M -$1.5M -35,896 -1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$95.1M -$1.87M -44,602 -2%
American Century Companies
8
American Century Companies
Missouri
$79.5M -$2.66M -63,551 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$75.3M -$896K -21,435 -1%
GA
10
Greenhaven Associates
New York
$70M -$134K -3,200 -0.2%
Macquarie Group
11
Macquarie Group
Australia
$62.6M +$184K +4,400 +0.3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$51.2M +$13.2M +315,331 +44%
Morgan Stanley
13
Morgan Stanley
New York
$50.6M +$8.07M +193,024 +22%
Victory Capital Management
14
Victory Capital Management
Texas
$49.4M +$8.72M +208,607 +25%
Charles Schwab
15
Charles Schwab
California
$48.4M +$633K +15,135 +1%
Northern Trust
16
Northern Trust
Illinois
$40.5M -$51.9K -1,241 -0.1%
Millennium Management
17
Millennium Management
New York
$39.4M +$24.6M +588,123 +230%
Goldman Sachs
18
Goldman Sachs
New York
$37.8M -$11.8M -282,519 -26%
First Trust Advisors
19
First Trust Advisors
Illinois
$34.3M -$13.2M -316,524 -30%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$32.9M +$449K +10,741 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$32.9M +$11.9M +285,186 +68%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$28.2M -$670K -16,013 -3%
Walleye Capital
23
Walleye Capital
New York
$27.3M +$23.1M +551,437 +1,660%
Norges Bank
24
Norges Bank
Norway
$24.9M -$1.66M -39,600 -7%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$24M +$1.88M +44,898 +10%

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.