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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
BlackRock
1
BlackRock
New York
$314M -$9.06M -264,743 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$238M -$1.31M -38,214 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$143M -$2.4M -70,247 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$130M +$8.5M +248,232 +7%
State Street
5
State Street
Massachusetts
$109M -$3.88M -113,261 -4%
EARNEST Partners
6
EARNEST Partners
Georgia
$106M -$11.7M -343,155 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$52.3M -$1.87M -54,528 -4%
Charles Schwab
8
Charles Schwab
California
$34.2M -$1.92M -56,054 -6%
Northern Trust
9
Northern Trust
Illinois
$23.2M -$5.26M -153,750 -19%
Invesco
10
Invesco
Georgia
$19M -$1.49M -43,465 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.8M -$201K -5,868 -1%
Morgan Stanley
12
Morgan Stanley
New York
$17.6M +$1.45M +42,282 +10%
Goldman Sachs
13
Goldman Sachs
New York
$17.5M +$318K +9,302 +2%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$16.8M -$705K -20,596 -4%
American Century Companies
15
American Century Companies
Missouri
$15.8M -$4.76M -138,989 -24%
Fisher Asset Management
16
Fisher Asset Management
Washington
$15.1M +$1.7M +49,540 +14%
Federated Hermes
17
Federated Hermes
Pennsylvania
$12.5M +$69.1K +2,018 +0.6%
CCMG
18
Clark Capital Management Group
Pennsylvania
$11.3M +$4.98M +145,515 +88%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$10.9M +$61.2K +1,788 +0.6%
Principal Financial Group
20
Principal Financial Group
Iowa
$10.9M -$7.79M -227,591 -43%
Verition Fund Management
21
Verition Fund Management
Connecticut
$10.5M +$585K +17,103 +6%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$9.92M +$4.02M +117,389 +76%
N
23
Nuveen
North Carolina
$8.7M +$2.52M +73,541 +45%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.52M +$437K +12,780 +7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.99M -$398K -11,641 -6%

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.