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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
BlackRock
1
BlackRock
New York
$306M -$3.94M -110,365 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$227M -$3.96M -111,071 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$138M -$3.46M -97,051 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$114M +$30.2M +846,238 +34%
EARNEST Partners
5
EARNEST Partners
Georgia
$112M -$2.14M -60,061 -2%
State Street
6
State Street
Massachusetts
$107M -$8.82M -247,147 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$51.4M +$1.55M +43,558 +3%
Charles Schwab
8
Charles Schwab
California
$34.3M +$3.54M +99,134 +11%
Northern Trust
9
Northern Trust
Illinois
$27.3M -$663K -18,570 -2%
American Century Companies
10
American Century Companies
Missouri
$19.7M -$6.04M -169,219 -23%
Invesco
11
Invesco
Georgia
$19.4M -$1.25M -35,091 -6%
Principal Financial Group
12
Principal Financial Group
Iowa
$18.2M -$2.31M -64,718 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$18M -$799K -22,382 -4%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$16.6M -$350K -9,819 -2%
Goldman Sachs
15
Goldman Sachs
New York
$16.2M +$2.47M +69,110 +17%
Morgan Stanley
16
Morgan Stanley
New York
$15.2M -$2.86M -80,187 -15%
Fisher Asset Management
17
Fisher Asset Management
Washington
$12.6M +$13.8K +388 +0.1%
Federated Hermes
18
Federated Hermes
Pennsylvania
$11.8M +$73.2K +2,050 +0.6%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$10.3M -$37.3K -1,044 -0.3%
Verition Fund Management
20
Verition Fund Management
Connecticut
$9.33M -$3.66M -102,560 -27%
JP Morgan Chase
21
JP Morgan Chase
New York
$8.09M -$3.75M -105,172 -31%
EP
22
Edgestream Partners
New Jersey
$7.06M +$4.63M +129,679 +173%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.02M -$174K -4,885 -2%
Millennium Management
24
Millennium Management
New York
$6.82M +$780K +21,866 +12%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.67M +$1.47M +41,087 +27%

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.