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Trustmark

269 hedge funds and large institutions have $1.95B invested in Trustmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 86

42% less call options, than puts

Call options by funds: $312K | Put options by funds: $537K

Holders
269
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
$312K
Puts
$537K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$15.8K
SL
227
Salomon & Ludwin
Virginia
$15.4K
DWP
228
Destiny Wealth Partners
Florida
$15.1K
UB
229
UMB Bank
Missouri
$14.1K
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$13.7K
AF
231
Allworth Financial
California
$11.4K
SIS
232
Sound Income Strategies
Florida
$10.6K
EPL
233
Essential Partners LLC
California
$8.26K
BFS
234
Bare Financial Services
Pennsylvania
$8.22K
RIL
235
Rothschild Investment LLC
Illinois
$7.58K
HWA
236
HHM Wealth Advisors
Tennessee
$6.91K
TWD
237
True Wealth Design
Ohio
$5.44K
HNW
238
High Note Wealth
Minnesota
$5.44K
S
239
SignatureFD
Georgia
$4.38K
KFAS
240
Keating Financial Advisory Services
Kansas
$4.38K
CFO
241
CVA Family Office
Colorado
$4.17K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$3.54K
LFG
243
Larson Financial Group
Missouri
$3.37K
JWA
244
JFS Wealth Advisors
Pennsylvania
$3.25K
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$2.82K
Optiver Holding
246
Optiver Holding
Netherlands
$2.78K
ADL
247
Asset Dedication LLC
California
$2.7K
TCM
248
TD Capital Management
Tennessee
$2.63K
MCM
249
MAI Capital Management
Ohio
$2.61K
VWA
250
Valued Wealth Advisors
Utah
$2.4K