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Trustmark

271 hedge funds and large institutions have $1.95B invested in Trustmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $1.73B → $1.95B (+$225M)

4.77% more ownership

Funds ownership: 73.97%78.74% (+4.8%)

4% more funds holding

Funds holding: 260271 (+11)

3% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 87

42% less call options, than puts

Call options by funds: $312K | Put options by funds: $537K

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
90
Reduced
87
Closed
27
Calls
$312K
Puts
$537K
Net Calls
-$225K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$17.5K +$11.8K +279 +210%
AAP
227
Arax Advisory Partners
Colorado
$16.3K -$3.25K -77 -17%
RFP
228
Root Financial Partners
California
$15.8K +$6.41K +152 +68%
SL
229
Salomon & Ludwin
Virginia
$15.4K
DWP
230
Destiny Wealth Partners
Florida
$15.1K +$15.1K +358 New
UB
231
UMB Bank
Missouri
$14.1K +$759 +18 +6%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$13.7K
AF
233
Allworth Financial
California
$11.4K +$3.04K +72 +36%
SIS
234
Sound Income Strategies
Florida
$10.6K +$84 +2 +0.8%
EP
235
Essential Partners
California
$8.26K
BFS
236
Bare Financial Services
Pennsylvania
$8.22K +$970 +23 +13%
RIL
237
Rothschild Investment LLC
Illinois
$7.58K +$633 +15 +9%
HWA
238
HHM Wealth Advisors
Tennessee
$6.91K
TWD
239
True Wealth Design
Ohio
$5.44K
HNW
240
High Note Wealth
Minnesota
$5.44K
S
241
SignatureFD
Georgia
$4.38K
KFAS
242
Keating Financial Advisory Services
Kansas
$4.38K +$3.21K +76 +271%
CFO
243
CVA Family Office
Colorado
$4.17K +$4.18K +99 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$3.54K
LFG
245
Larson Financial Group
Missouri
$3.37K -$253 -6 -7%
JWA
246
JFS Wealth Advisors
Pennsylvania
$3.25K -$127 -3 -4%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$2.82K
Optiver Holding
248
Optiver Holding
Netherlands
$2.78K +$422 +10 +18%
ADL
249
Asset Dedication LLC
California
$2.7K
TCM
250
TD Capital Management
Tennessee
$2.63K +$2.32K +55 +786%