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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
Principal Financial Group
26
Principal Financial Group
Iowa
$14.8M +$224K +5,316 +2%
Bank of America
27
Bank of America
North Carolina
$13.3M +$7.32M +173,486 +121%
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$12.1M +$8.39K +199 +0.1%
Invesco
29
Invesco
Georgia
$11.9M -$1.11M -26,420 -9%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11M +$804K +19,073 +8%
EF
31
Empowered Funds
Pennsylvania
$10.7M +$10.7M +254,772 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$7.04M -$32.1K -761 -0.5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$6.63M -$75.2K -1,782 -1%
First Trust Advisors
34
First Trust Advisors
Illinois
$6.59M +$2.78M +65,865 +73%
MCA
35
Magnolia Capital Advisors
Mississippi
$6.44M +$4.37M +103,711 +211%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$6.35M -$135K -3,195 -2%
Wells Fargo
37
Wells Fargo
California
$6.04M -$1.83M -43,396 -23%
IP
38
Ignite Planners
California
$6.01M +$8.77K +208 +0.1%
HDIM
39
Hanson & Doremus Investment Management
Vermont
$5.87M
Legal & General Group
40
Legal & General Group
United Kingdom
$5.65M -$666K -15,793 -11%
Verition Fund Management
41
Verition Fund Management
Connecticut
$5.59M -$5.87M -139,248 -51%
JP Morgan Chase
42
JP Morgan Chase
New York
$5.09M -$2.86M -67,814 -36%
TI
43
Trexquant Investment
Connecticut
$5.02M +$784K +18,587 +18%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.77M
Ameriprise
45
Ameriprise
Minnesota
$4.48M -$156K -3,710 -3%
UBS AM
46
UBS AM
Illinois
$4.42M -$142K -3,378 -3%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$4.02M -$773K -18,338 -16%
Franklin Resources
48
Franklin Resources
California
$3.71M +$1.79M +42,511 +93%
Bessemer Group
49
Bessemer Group
New Jersey
$3.38M +$5.06K +120 +0.1%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$2.91M +$364K +8,633 +14%