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Trustmark

260 hedge funds and large institutions have $1.73B invested in Trustmark in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 73.53%73.97% (+0.43%)

2% less capital invested

Capital invested by funds: $1.76B → $1.73B (-$29.7M)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

3% less funds holding

Funds holding: 269260 (-9)

Holders
260
Holders Change
-9
Holders Change %
-3.35%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
88
Reduced
94
Closed
32
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$7.75K +$1.13K +29 +17%
EP
227
Essential Partners
California
$7.63K -$4.59K -118 -38%
HNB
228
Huntington National Bank
Ohio
$7.44K -$428 -11 -5%
BFS
229
Bare Financial Services
Pennsylvania
$6.7K +$1.05K +27 +19%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$6.58K +$4.79K +123 +267%
RIL
231
Rothschild Investment LLC
Illinois
$6.43K -$2.22K -57 -26%
HWA
232
HHM Wealth Advisors
Tennessee
$6.39K
OWP
233
ORG Wealth Partners
Texas
$5.49K
FFA
234
Farther Finance Advisors
California
$5.18K +$2.18K +56 +73%
TWD
235
True Wealth Design
Ohio
$5.03K -$39 -1 -0.8%
HNW
236
High Note Wealth
Minnesota
$5.03K +$272 +7 +6%
S
237
SignatureFD
Georgia
$4.05K
LFG
238
Larson Financial Group
Missouri
$3.35K +$3.11K +80 +1,333%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$3.27K
JWA
240
JFS Wealth Advisors
Pennsylvania
$3.12K +$817 +21 +36%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$2.61K
ADL
242
Asset Dedication LLC
California
$2.49K
Optiver Holding
243
Optiver Holding
Netherlands
$2.18K -$8.18K -210 -79%
MCM
244
MAI Capital Management
Ohio
$1.64K -$11.1K -286 -87%
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1.36K -$234 -6 -15%
SS
246
Sunbelt Securities
Texas
$1.32K
KFAS
247
Keating Financial Advisory Services
Kansas
$1.09K +$1.09K +28 New
FFO
248
Fortitude Family Office
Arizona
$740 -$272 -7 -27%
FHA
249
Flagship Harbor Advisors
Massachusetts
$588 +$584 +15 New
DPW
250
DiNuzzo Private Wealth
Pennsylvania
$507