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Trustmark

271 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, 90 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $1.73B → $1.95B (+$225M)

4.77% more ownership

Funds ownership: 73.97%78.74% (+4.8%)

4% more funds holding

Funds holding: 260271 (+11)

3% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 87

42% less call options, than puts

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

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
90
Reduced
87
Closed
27
Calls
$312K
Puts
$537K
Net Calls
-$225K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$2.61K +$844 +20 +48%
VWA
252
Valued Wealth Advisors
Utah
$2.4K +$2.4K +57 New
FFO
253
Fortitude Family Office
Arizona
$2.28K +$1.48K +35 +184%
SS
254
Sunbelt Securities
Texas
$1.43K
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.35K -$127 -3 -9%
BLC
256
Brown, Lisle/Cummings
Rhode Island
$1.26K +$1.26K +30 New
TPWA
257
Twin Peaks Wealth Advisors
California
$1.1K +$1.1K +26 New
SIC
258
SJS Investment Consulting
Ohio
$590 +$211 +5 +56%
DPW
259
DiNuzzo Private Wealth
Pennsylvania
$548
GWM
260
Gilpin Wealth Management
Colorado
$506 +$295 +7 +140%
BHWM
261
Bay Harbor Wealth Management
Maryland
$463 +$169 +4 +57%
CIAM
262
Caitong International Asset Management
Hong Kong
$379 +$380 +9 New
RWM
263
Rialto Wealth Management
New York
$338 +$84 +2 +33%
SHIM
264
Stone House Investment Management
Pennsylvania
$253 +$253 +6 New
HIA
265
HFM Investment Advisors
New Jersey
$211
FC
266
Financial Consulate
Maryland
$211 +$211 +5 New
CW
267
Curio Wealth
Maryland
$126 +$127 +3 New
GIA
268
GHP Investment Advisors
Colorado
$85 +$84 +2 New
VWM
269
Vermillion Wealth Management
Minnesota
$84 +$84 +2 New
DF
270
Dunhill Financial
United Kingdom
$47
Two Sigma Advisers
271
Two Sigma Advisers
New York
-$3.75M -96,347 Closed
Renaissance Technologies
272
Renaissance Technologies
New York
-$2.92M -74,862 Closed
A
273
AlphaQuest
New York
-$2.54M -65,095 Closed
Point72 Asset Management
274
Point72 Asset Management
Connecticut
-$1.85M -47,477 Closed
YIH
275
Y-Intercept (HK)
Hong Kong
-$1.23M -31,689 Closed