We are live on ! Find out more
TRMK icon

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
WA
76
Waverly Advisors
Alabama
$1.21M +$464 +13 +0%
Lazard Asset Management
77
Lazard Asset Management
New York
$1.2M +$1.19M +33,435 +2,488%
SOADOR
78
State of Alaska Department of Revenue
Alaska
$1.17M -$32.7K -917 -3%
IMRF
79
Illinois Municipal Retirement Fund
Illinois
$1.16M +$8.1K +227 +0.7%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M +$33.7K +945 +3%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$1.11M +$1.15M +32,190 New
CF
82
Corebridge Financial
Texas
$1.1M -$22.4K -629 -2%
Raymond James Financial
83
Raymond James Financial
Florida
$1.1M -$21.8K -610 -2%
WCM
84
Wedge Capital Management
North Carolina
$1.03M +$115K +3,228 +12%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1M +$502K +14,079 +94%
Comerica Bank
86
Comerica Bank
Texas
$991K -$25.2K -706 -2%
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$990K -$32.1K -900 -3%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$942K +$38.5K +1,080 +4%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$929K
BWP
90
Barlow Wealth Partners
Kentucky
$896K +$959K +26,864 New
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$860K
WG
92
Winton Group
United Kingdom
$851K -$178K -4,993 -17%
FH
93
Financial Harvest
Florida
$846K +$499K +13,981 New
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$832K -$2.28M -63,756 -73%
BTD
95
BankPlus Trust Department
Mississippi
$821K
YCM
96
Yousif Capital Management
Michigan
$779K -$21.1K -592 -3%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$764K +$168K +4,701 +27%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$764K -$36.1K -1,011 -4%
HT
99
Headlands Technologies
Illinois
$751K +$127K +3,559 +20%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$685K

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.