We are live on ! Find out more
TRMK icon

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
FFA
251
Farther Finance Advisors
California
$1.82K -$34 -1 -2%
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$1.5K
TWD
253
True Wealth Design
Ohio
$1.24K
GWM
254
Geneos Wealth Management
Colorado
$1.2K +$1.13K +33 New
FFO
255
Fortitude Family Office
Arizona
$766 +$719 +21 New
DPW
256
DiNuzzo Private Wealth
Pennsylvania
$474
LFG
257
Larson Financial Group
Missouri
$438 +$205 +6 +100%
AGWCA
258
Annis Gardner Whiting Capital Advisors
Florida
$438 +$411 +12 New
EP
259
Essential Partners
California
$401 +$376 +11 New
SIC
260
SJS Investment Consulting
Ohio
$329 -$205 -6 -40%
HIA
261
HFM Investment Advisors
New Jersey
$182 +$103 +3 +150%
BHWM
262
Bay Harbor Wealth Management
Maryland
$182 +$137 +4 +400%
RWM
263
Rialto Wealth Management
New York
$110 +$103 +3 New
PWM
264
Parkworth Wealth Management
California
$109
CIAM
265
Caitong International Asset Management
Hong Kong
$73
EPCA
266
Elizabeth Park Capital Advisors
Ohio
-$3M -87,071 Closed
ARC
267
Advisor Resource Council
Texas
-$2.23M -64,512 Closed
CF
268
Corebridge Financial
Texas
-$1.1M -31,782 Closed
WG
269
Winton Group
United Kingdom
-$851K -24,662 Closed
RMC
270
Resources Management Corp
Connecticut
-$673K -19,500 Closed
FH
271
Financial Harvest
Florida
-$846K -13,981 Closed
SFI
272
Susquehanna Fundamental Investments
Pennsylvania
-$446K -12,930 Closed
Lido Advisors
273
Lido Advisors
California
-$340K -9,857 Closed
M1FG
274
Mach-1 Financial Group
Arkansas
-$330K -9,562 Closed
DI
275
Diligent Investors
California
-$300K -8,711 Closed

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.