Terex

TEX • NYSE

Terex is a agricultural - machinery company in the industrials sector on NYSE, with a market cap of $3.4B. As of Q3 2025, 102% of shares are held by 323 institutional investors, with FMR LLC as the largest holder at 15.0%.

Market Cap$3.4B

Agricultural - Machinery

Industrials

Employees10.2K

Websiteterex.com

Country

United States of America

Overview

Overview of institutional ownership in TEX as of Q3 2025 with a market cap of $3.4B

All Institutions

Institutions: 323
Value Held: $3.4B
Shares Held: 66.8M
Avg Position: $10.6M
Median Position: $677.4K

Hedge Funds

Hedge Funds: 25
Value Held: $128.9M
Shares Held: 2.5M
Avg Position: $5.2M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

97.98%

$3.3B

Hedge Funds

3.83%

$128.9M

Retail & Other

Based on market cap of $3.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in TEX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$504.8M 0.03% of portfolio	15.00% 9.8M shares	Q3 2018 Held for 7y 2m	$1.92T
B BlackRock, Inc. Institution	-	$432.2M 0.01% of portfolio	12.84% 8.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$336.4M 0.01% of portfolio	10.00% 6.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$172.3M 0.04% of portfolio	5.12% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$166.5M 0.57% of portfolio	4.95% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$29.4B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$124.3M 0.00% of portfolio	3.69% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$121.7M 0.02% of portfolio	3.62% 2.4M shares	Q3 2025 Held for 2 months	$571.21B
F Fisher Asset Management, LLC Institution	-	$101.6M 0.04% of portfolio	3.02% 2.0M shares	Q4 2013 Held for 11y 11m	$276.29B
A AMERICAN CENTURY COMPANIES INC Institution	-	$83.7M 0.04% of portfolio	2.49% 1.6M shares	Q4 2020 Held for 4y 11m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$82.6M 0.01% of portfolio	2.45% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for TEX in Q3 2025

Traded: +$136.3M
Buyers: 142
Sellers: 155
Total Bought: +$324.6M
Total Sold: −$188.3M
Avg Position: $9.5M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$121.7M +2.4M shares	$121.7M 2.4M shares
Invesco Ltd. ETF Provider	+$73.2M +1.4M shares	$82.3M 1.6M shares
UBS Group AG Institution	+$31.1M +605.3K shares	$49.5M 964.5K shares
Minneapolis Portfolio Management Group, LLC RIA/Wealth	+$9.9M +193.3K shares	$33.2M 647.3K shares
CITIGROUP INC Institution	+$9.5M +185.9K shares	$13.3M 259.1K shares
L Lodge Hill Capital, LLC Hedge Fund•Long/Short	+$9.5M +185.0K shares	$27.2M 529.5K shares
WELLS FARGO & COMPANY/MN Institution	+$8.9M +174.4K shares	$17.7M 345.5K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$5.7M +110.9K shares	$172.3M 3.4M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$4.2M +81.9K shares	$4.2M 81.9K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$4.0M +77.0K shares	$4.0M 77.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	−$21.3M −414.9K shares	$8.7M 169.7K shares
FIRST TRUST ADVISORS LP ETF Provider	−$16.5M −320.8K shares	$21.2M 412.9K shares
JPMORGAN CHASE & CO Institution	−$14.1M −274.0K shares	$22.1M 430.9K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$12.5M −243.5K shares	$8.8M 170.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$10.4M −203.6K shares	$10.7M 207.8K shares
PRUDENTIAL FINANCIAL INC Institution	−$10.3M −201.3K shares	$8.3M 161.8K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$8.3M −178.0K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$7.2M −141.1K shares	$48.3M 941.8K shares
ATLANTIC INVESTMENT MANAGEMENT INC Hedge Fund•Activist	−$7.2M −155.0K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$5.2M −100.5K shares	$2.0M 39.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TEX in Q3 2025

New Positions: 10
New Value: $658.5K
Exited Positions: 36
Exited Value: $32.3M

New Positions

Institution	Position Value
Atom Investors LP Hedge Fund•Market Neutral	$383.0K 7.5K shares
C Colony Group, LLC Institution	$241.8K 4.7K shares
Sontag Advisory, LLC RIA/Wealth	$17.2K 336.0 shares
R Root Financial Partners, LLC RIA/Wealth	$7.1K 139.0 shares
Key FInancial Inc RIA/Wealth	$5.8K 113.0 shares
R Retirement Wealth Solutions LLC RIA/Wealth	$1.1K 21.0 shares
B Binnacle Investments Inc Institution	$923.0 18.0 shares
Guerra Advisors Inc RIA/Wealth	$770.0 15.0 shares
JPL Wealth Management, LLC RIA/Wealth	$770.0 15.0 shares
Cloud Capital Management, LLC RIA/Wealth	- 5.0 shares

Exited Positions

Institution	Previous Position
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$8.3M 178.0K shares
ATLANTIC INVESTMENT MANAGEMENT INC Hedge Fund•Activist	$7.2M 155.0K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.9M 40.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.7M 36.8K shares
X XTX Topco Ltd Institution	$1.6M 33.2K shares
S Sapience Investments, LLC Long Only Manager	$1.4M 30.9K shares
Engineers Gate Manager LP Hedge Fund•Quant	$1.3M 28.2K shares
Q Qsemble Capital Management, LP Hedge Fund•Quant	$1.2M 25.8K shares
ISAM Funds Ltd Hedge Fund•Quant	$1.1M 24.6K shares
S Symmetry Investments LP Institution	$1.0M 22.3K shares

Options Activity

Institutions with the largest Call and Put options positions in TEX as of Q3 2025

Call Positions: 12
Call Value: $22.4M
Put Positions: 13
Put Value: $14.6M

Call Positions

Institution	Position Value
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$10.3M 2.0K contracts
P PEAK6 LLC Institution	$5.1M 1.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7M 334.0 contracts
Walleye Trading LLC RIA/Wealth	$1.2M 239.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.2M 232.0 contracts
J JANE STREET GROUP, LLC Institution	$990.1K 193.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$584.8K 114.0 contracts
W WOLVERINE TRADING, LLC Institution	$419.9K 82.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$328.3K 64.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$292.4K 57.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.1M 606.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 497.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.9M 377.0 contracts
D D. E. Shaw & Co., Inc. Institution	$1.6M 307.0 contracts
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$1.5M 300.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.1M 212.0 contracts
J JANE STREET GROUP, LLC Institution	$1.0M 204.0 contracts
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$1.0M 200.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$318.1K 62.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$236.0K 46.0 contracts

Most Committed Institutions

Institutions with TEX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L Lodge Hill Capital, LLC Hedge Fund•Long/Short	Clinton Robert Murray Managing Partner	4.85% $27.2M	0.81% 529.5K shares	Q2 2025 Held for 5 months	$559.8M
Minneapolis Portfolio Management Group, LLC RIA/Wealth	Phillip Warren Grodnick CEO	3.81% $33.2M	0.99% 647.3K shares	≤ Q2 2013 Held for 12y 5m+	$870.9M
Drum Hill Capital, LLC RIA/Wealth	David Cleaves Nightingale CIO	2.70% $2.5M	0.07% 47.8K shares	Q4 2024 Held for 11 months	$90.7M
P Profit Investment Management, LLC Institution	-	2.12% $1.7M	0.05% 32.9K shares	Q4 2023 Held for 1y 11m	$79.5M
Front Street Capital Management, Inc. RIA/Wealth	Michele Marie Blood President	2.08% $13.2M	0.39% 258.1K shares	Q2 2016 Held for 9y 5m	$635.0M
Ballast Asset Management, LP Long Only Manager	Ragen R Stienke Managing Partner	2.01% $4.4M	0.13% 85.8K shares	Q4 2024 Held for 11 months	$219.1M
G GREENHAVEN ASSOCIATES INC Long Only Manager	Edgar Wachenheim Chairman	1.43% $75.8M	2.25% 1.5M shares	Q2 2023 Held for 2y 5m	$5.3B
Curated Wealth Partners LLC Family Office	Richard Alan Ward Managing Partner	1.43% $11.6M	0.35% 226.9K shares	Q4 2020 Held for 4y 11m	$814.9M
M Mork Capital Management Institution	-	1.24% $1.8M	0.05% 35.0K shares	Q2 2022 Held for 3y 5m	$145.1M
Cascade Investment Advisors, Inc. RIA/Wealth	Michelle H Rand CCO	0.80% $1.3M	0.04% 25.8K shares	Q4 2024 Held for 11 months	$165.1M

Hedge Fund Spotlight

Discover hedge funds investing in TEX

Polymer Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerEric Jay Kemnitz

Portfolio Value: $755.2M
Positions: 704
Last Reported: Q3 2025

Sector Allocation

Position in Terex

Market Value: $1.5M
Shares Held: 30.0K
Portfolio Weight: 0.20%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Lumentum Holdings Inc. LITE	Communication Equipment Technology	$19.6M	2.59%
2 Nvidia NVDA	Semiconductors Technology	$18.8M	2.49%
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$17.6M	2.33%