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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 35 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
81
Reduced
81
Closed
19
Calls
$269K
Puts
$21K
Net Calls
+$248K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$5.35K +$2.76K +80 +107%
HNW
227
High Note Wealth
Minnesota
$4.42K
MA
228
Montag & Associates
Georgia
$4.11K
HWM
229
Hemington Wealth Management
Virginia
$4K +$410 +12 +11%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$3.97K +$793 +23 +25%
S
231
SignatureFD
Georgia
$3.38K
BIG
232
Brooklyn Investment Group
New York
$3.11K +$3.11K +90 New
CWC
233
Carolinas Wealth Consulting
North Carolina
$3.07K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$2.31K
NC
235
North Capital
Utah
$2.28K +$2.28K +66 New
ADL
236
Asset Dedication LLC
California
$2.21K
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.97K +$345 +10 +21%
CTWM
238
Cherry Tree Wealth Management
Minnesota
$1.9K +$1.9K +55 New
FFA
239
Farther Finance Advisors
California
$1.76K -$35 -1 -2%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$1.69K +$1.69K +55 New
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.41K
BFS
242
Bare Financial Services
Pennsylvania
$1.41K +$1.41K +41 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$1.35K +$1.04K +30 +333%
TWD
244
True Wealth Design
Ohio
$1.17K +$1.17K +34 New
SC
245
Stephens Consulting
Michigan
$1.04K +$1.04K +30 New
HFS
246
Hantz Financial Services
Michigan
$1K +$1K +18 New
PA
247
Parallel Advisors
California
$866 +$104 +3 +14%
SIC
248
SJS Investment Consulting
Ohio
$518
GFPC
249
Global Financial Private Client
Florida
$483 +$345 +10 +250%
DPW
250
DiNuzzo Private Wealth
Pennsylvania
$449