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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
ADL
251
Asset Dedication LLC
California
$2.54K
QCG
252
Quadrant Capital Group
Ohio
$2.46K +$2.42K +62 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$2.34K -$78 -2 -3%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$1.82K -$1.01K -26 -36%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.62K
SS
256
Sunbelt Securities
Texas
$1.35K +$1.32K +34 New
FFO
257
Fortitude Family Office
Arizona
$1.03K +$195 +5 +24%
PA
258
Parallel Advisors
California
$792 -$1.25K -32 -62%
WANY
259
Wealthspire Advisors (New York)
New York
$673 +$663 +17 New
DPW
260
DiNuzzo Private Wealth
Pennsylvania
$524
AGWCA
261
Annis Gardner Whiting Capital Advisors
Florida
$476
SIC
262
SJS Investment Consulting
Ohio
$357
LFG
263
Larson Financial Group
Missouri
$238 -$234 -6 -50%
RWM
264
Rialto Wealth Management
New York
$238 +$117 +3 +100%
BHWM
265
Bay Harbor Wealth Management
Maryland
$198
HIA
266
HFM Investment Advisors
New Jersey
$198
ASN
267
Advisory Services Network
Georgia
$158 +$156 +4 New
EP
268
Edgestream Partners
New Jersey
-$4.95M -135,850 Closed
MCM
269
Maltese Capital Management
New York
-$1.82M -50,000 Closed
JAM
270
Jacobs Asset Management
New York
-$1.74M -47,704 Closed
XT
271
XTX Topco
Cayman Islands
-$1.13M -31,110 Closed
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
-$880K -24,141 Closed
QT
273
Quantbot Technologies
New York
-$701K -19,231 Closed
RAM
274
Readystate Asset Management
Illinois
-$672K -18,429 Closed
Norges Bank
275
Norges Bank
Norway
-$609K -16,703 Closed