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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
PS
201
Principal Securities
Iowa
$39.2K
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$39.1K
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.7K -$79.4K -2,226 -68%
DAM
204
Delta Asset Management
Tennessee
$36.6K
SCM
205
Sterling Capital Management
North Carolina
$36.2K -$31K -868 -45%
Bessemer Group
206
Bessemer Group
New Jersey
$28K +$3.78K +106 +15%
SSB
207
Sandy Spring Bank
Maryland
$21.8K
OC
208
Oakworth Capital
Alabama
$20.7K
Nomura Asset Management
209
Nomura Asset Management
Japan
$20.3K
CCM
210
Coldstream Capital Management
Washington
$20K +$20.7K +580 New
MCM
211
MAI Capital Management
Ohio
$16.5K
OWP
212
ORG Wealth Partners
Texas
$13.9K +$14.3K +401 New
Mitsubishi UFJ Asset Management
213
Mitsubishi UFJ Asset Management
Japan
$11.2K
FHA
214
First Horizon Advisors
Tennessee
$11.1K
UB
215
UMB Bank
Missouri
$9.17K +$4K +112 +73%
RFS
216
Richardson Financial Services
Massachusetts
$8.04K -$2.93K -82 -26%
VCM
217
Versant Capital Management
Arizona
$7.97K +$6.21K +174 +305%
EWA
218
EverSource Wealth Advisors
Alabama
$7.79K +$2.78K +78 +53%
SAM
219
Smartleaf Asset Management
Massachusetts
$7.16K -$15.3K -428 -67%
HNB
220
Huntington National Bank
Ohio
$6.97K
HIM
221
Hillsdale Investment Management
Ontario, Canada
$6.21K +$6.42K +180 New
HWA
222
HHM Wealth Advisors
Tennessee
$5.66K
QCG
223
Quadrant Capital Group
Ohio
$5.62K
ACM
224
Aster Capital Management
United Arab Emirates
$5.42K +$5.28K +148 New
HI
225
Harbour Investments
Wisconsin
$5.37K

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.