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Trustmark

266 hedge funds and large institutions have $1.61B invested in Trustmark in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

4% more funds holding

Funds holding: 256266 (+10)

4% more capital invested

Capital invested by funds: $1.54B → $1.61B (+$67.6M)

3% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 92

0.52% less ownership

Funds ownership: 73.48%72.96% (-0.52%)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
95
Reduced
92
Closed
20
Calls
$236K
Puts
Net Calls
+$236K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$9.08K -$582 -17 -6%
SAM
227
Smartleaf Asset Management
Massachusetts
$7.39K -$274 -8 -4%
HNB
228
Huntington National Bank
Ohio
$7.36K
HIM
229
Hillsdale Investment Management
Ontario, Canada
$6.56K
RIL
230
Rothschild Investment LLC
Illinois
$6.56K +$856 +25 +16%
HWA
231
HHM Wealth Advisors
Tennessee
$5.98K
BIG
232
Brooklyn Investment Group
New York
$5.76K +$2.33K +68 +76%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$5.4K +$1.13K +33 +29%
BFS
234
Bare Financial Services
Pennsylvania
$5.29K +$3.56K +104 +254%
OWP
235
ORG Wealth Partners
Texas
$5.28K -$8.93K -261 -65%
HNW
236
High Note Wealth
Minnesota
$4.59K -$68 -2 -2%
MA
237
Montag & Associates
Georgia
$4.34K
HWM
238
Hemington Wealth Management
Virginia
$4K
HFS
239
Hantz Financial Services
Michigan
$4K +$2.98K +87 +483%
S
240
SignatureFD
Georgia
$3.57K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$3.06K +$1.54K +45 +115%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$2.63K +$582 +17 +31%
TPWA
243
Twin Peaks Wealth Advisors
California
$2.45K +$2.19K +64 New
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$2.44K
NC
245
North Capital
Utah
$2.41K
ADL
246
Asset Dedication LLC
California
$2.33K
JWA
247
JFS Wealth Advisors
Pennsylvania
$2.23K +$137 +4 +7%
PSFG
248
Park Square Financial Group
Georgia
$2.19K +$2.05K +60 New
PA
249
Parallel Advisors
California
$1.91K +$924 +27 +108%
FHA
250
First Horizon Advisors
Tennessee
$1.82K -$9.28K -271 -84%

TRMK Hedge Fund Activity: Q2 2025 in Review

266 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q2 2025, worth a combined $1.61B — up 4.4% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TRMK positions and 20 closed out — a net gain of 11 holders — while 95 added to existing stakes and 92 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $8.5M. The largest seller was EARNEST Partners, cutting an estimated $11.7M.

  • 266 institutional investors held Trustmark (TRMK) as of Q2 2025, up from 256 in Q1 2025.
  • Funds reported $1.61B of Trustmark stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 31 funds opened new Trustmark positions in Q2 2025 and 20 closed out, a net change of +11 holders.
  • The largest Trustmark buyer in Q2 2025 was Wellington Management Group, an estimated $8.5M added.
  • The largest Trustmark seller in Q2 2025 was EARNEST Partners, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.