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Trustmark

269 hedge funds and large institutions have $1.76B invested in Trustmark in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $1.61B → $1.76B (+$149M)

1% more funds holding

Funds holding: 266269 (+3)

0.58% more ownership

Funds ownership: 72.96%73.53% (+0.58%)

3% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 93

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
90
Reduced
93
Closed
30
Calls
$352K
Puts
Net Calls
+$352K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Partners
California
$12.4K +$11.8K +303 +2,755%
UB
227
UMB Bank
Missouri
$11.8K +$1.87K +48 +19%
CA
228
Clearstead Advisors
Ohio
$11.5K -$248K -6,374 -96%
Optiver Holding
229
Optiver Holding
Netherlands
$10.5K +$10.4K +266 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$9.23K +$3.31K +85 +57%
HFS
231
Hantz Financial Services
Michigan
$9K +$4.87K +125 +119%
RIL
232
Rothschild Investment LLC
Illinois
$8.79K +$1.64K +42 +23%
HNB
233
Huntington National Bank
Ohio
$8K
SAM
234
Smartleaf Asset Management
Massachusetts
$7.92K -$39 -1 -0.5%
RFP
235
Root Financial Partners
California
$7.48K +$7.37K +189 New
HIM
236
Hillsdale Investment Management
Ontario, Canada
$7.13K
AF
237
Allworth Financial
California
$6.73K +$6.63K +170 New
HWA
238
HHM Wealth Advisors
Tennessee
$6.5K
AssetMark Inc
239
AssetMark Inc
California
$6.42K +$6.32K +162 New
BFS
240
Bare Financial Services
Pennsylvania
$5.74K
OWP
241
ORG Wealth Partners
Texas
$5.58K
TWD
242
True Wealth Design
Ohio
$5.15K +$3.74K +96 +282%
HWM
243
Hemington Wealth Management
Virginia
$5K +$468 +12 +10%
HNW
244
High Note Wealth
Minnesota
$4.83K -$156 -4 -3%
S
245
SignatureFD
Georgia
$4.12K +$234 +6 +6%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$3.33K
FFA
247
Farther Finance Advisors
California
$3.05K +$1.05K +27 +54%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$2.74K +$2.69K +69 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$2.65K
NC
250
North Capital
Utah
$2.61K