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Trustmark

256 hedge funds and large institutions have $1.54B invested in Trustmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,181% more call options, than puts

Call options by funds: $269K | Put options by funds: $21K

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

5% more funds holding

Funds holding: 243256 (+13)

1.29% more ownership

Funds ownership: 72.2%73.48% (+1.3%)

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

1% less capital invested

Capital invested by funds: $1.56B → $1.54B (-$20.6M)

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
81
Reduced
82
Closed
19
Calls
$269K
Puts
$21K
Net Calls
+$248K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
251
Larson Financial Group
Missouri
$207
PWM
252
Parkworth Wealth Management
California
$103
CIAM
253
Caitong International Asset Management
Hong Kong
$69 +$71 +2 New
HIA
254
HFM Investment Advisors
New Jersey
$69 +$71 +2 New
BHWM
255
Bay Harbor Wealth Management
Maryland
$34 +$36 +1 New
EF
256
Empowered Funds
Pennsylvania
-$2.93M -82,788 Closed
XT
257
XTX Topco
Cayman Islands
-$608K -17,194 Closed
HCA
258
Harbor Capital Advisors
Illinois
-$554K -15,657 Closed
OQS
259
Occudo Quantitative Strategies
Florida
-$500K -14,148 Closed
SC
260
Savant Capital
Illinois
-$484K -13,681 Closed
SSA
261
Schonfeld Strategic Advisors
New York
-$422K -11,930 Closed
TSS
262
Two Sigma Securities
New York
-$317K -8,974 Closed
PA
263
Profund Advisors
Maryland
-$317K -8,964 Closed
DTL
264
Dynamic Technology Lab
Singapore
-$280K -7,926 Closed
CIC
265
Cornercap Investment Counsel
Georgia
-$276K -7,800 Closed
CL
266
Choreo LLC
Illinois
-$277K -7,770 Closed
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
-$212K -6,003 Closed
TLA
268
Tanglewood Legacy Advisors
Texas
-$106K -3,000 Closed
CAS
269
Coppell Advisory Solutions
Texas
-$17.3K -484 Closed
AAP
270
Arax Advisory Partners
Colorado
-$16K -452 Closed
OP
271
ORG Partners
Indiana
-$14.2K -401 Closed
LDB
272
Lee, Danner & Bass
Tennessee
-$3.57K -101 Closed
PSFG
273
Park Square Financial Group
Georgia
-$2.9K -82 Closed
CFGS
274
Concourse Financial Group Securities
Alabama
-$1.13K -32 Closed

TRMK Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Trustmark (TRMK) for Q1 2025, worth a combined $1.54B — down 1.3% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TRMK positions and 19 closed out — a net gain of 14 holders — while 81 added to existing stakes and 82 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $30.2M. The largest seller was State Street, cutting an estimated $8.82M.

  • 256 institutional investors held Trustmark (TRMK) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.54B of Trustmark stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 33 funds opened new Trustmark positions in Q1 2025 and 19 closed out, a net change of +14 holders.
  • The largest Trustmark buyer in Q1 2025 was Wellington Management Group, an estimated $30.2M added.
  • The largest Trustmark seller in Q1 2025 was State Street, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2025.