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Trustmark

267 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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
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
CA
226
Clearstead Advisors
Ohio
$11.5K
Optiver Holding
227
Optiver Holding
Netherlands
$10.5K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$9.23K
HFS
229
Hantz Financial Services
Michigan
$9K
RIL
230
Rothschild Investment LLC
Illinois
$8.79K
HNB
231
Huntington National Bank
Ohio
$8K
SAM
232
Smartleaf Asset Management
Massachusetts
$7.92K
RFP
233
Root Financial Partners
California
$7.48K
HIM
234
Hillsdale Investment Management
Ontario, Canada
$7.13K
AF
235
Allworth Financial
California
$6.73K
HWA
236
HHM Wealth Advisors
Tennessee
$6.5K
AssetMark Inc
237
AssetMark Inc
California
$6.42K
BFS
238
Bare Financial Services
Pennsylvania
$5.74K
OWP
239
ORG Wealth Partners
Texas
$5.58K
TWD
240
True Wealth Design
Ohio
$5.15K
HWM
241
Hemington Wealth Management
Virginia
$5K
HNW
242
High Note Wealth
Minnesota
$4.83K
S
243
SignatureFD
Georgia
$4.12K
PFBT
244
Parkside Financial Bank & Trust
Missouri
$3.33K
FFA
245
Farther Finance Advisors
California
$3.05K
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$2.74K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$2.65K
NC
248
North Capital
Utah
$2.61K
ADL
249
Asset Dedication LLC
California
$2.54K
QCG
250
Quadrant Capital Group
Ohio
$2.46K