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Trustmark

268 hedge funds and large institutions have $1.76B invested in Trustmark in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$352K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$11.8K
CA
227
Clearstead Advisors
Ohio
$11.5K
Optiver Holding
228
Optiver Holding
Netherlands
$10.5K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$9.23K
HFS
230
Hantz Financial Services
Michigan
$9K
RIL
231
Rothschild Investment LLC
Illinois
$8.79K
HNB
232
Huntington National Bank
Ohio
$8K
SAM
233
Smartleaf Asset Management
Massachusetts
$7.92K
RFP
234
Root Financial Partners
California
$7.48K
HIM
235
Hillsdale Investment Management
Ontario, Canada
$7.13K
AF
236
Allworth Financial
California
$6.73K
HWA
237
HHM Wealth Advisors
Tennessee
$6.5K
AssetMark Inc
238
AssetMark Inc
California
$6.42K
BFS
239
Bare Financial Services
Pennsylvania
$5.74K
OWP
240
ORG Wealth Partners
Texas
$5.58K
TWD
241
True Wealth Design
Ohio
$5.15K
HWM
242
Hemington Wealth Management
Virginia
$5K
HNW
243
High Note Wealth
Minnesota
$4.83K
S
244
SignatureFD
Georgia
$4.12K
PFBT
245
Parkside Financial Bank & Trust
Missouri
$3.33K
FFA
246
Farther Finance Advisors
California
$3.05K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$2.74K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$2.65K
NC
249
North Capital
Utah
$2.61K
ADL
250
Asset Dedication LLC
California
$2.54K