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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
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$537K -$11.7K -300 -2%
I
127
InceptionR
California
$528K +$519K +13,327 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$517K +$141K +3,623 +38%
ACA
129
Aptus Capital Advisors
Alabama
$514K
SFG
130
Sunburst Financial Group
Alabama
$514K
WPC
131
Waters Parkerson & Co
Louisiana
$506K
KK
132
KLP Kapitalforvaltning
Norway
$499K +$54.6K +1,400 +13%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$478K +$150K +3,849 +47%
SSA
134
Schonfeld Strategic Advisors
New York
$477K +$469K +12,036 New
ATC
135
Argent Trust Co
Tennessee
$476K -$780 -20 -0.2%
GI
136
GAMCO Investors
Connecticut
$475K
SA
137
Sanctuary Advisors
Indiana
$472K +$17.5K +450 +4%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$453K -$336K -8,621 -43%
AA
139
ALPS Advisors
Colorado
$449K +$442K +11,350 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$448K +$142K +3,637 +47%
HighTower Advisors
141
HighTower Advisors
Illinois
$445K -$120K -3,072 -21%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$434K
BPFA
143
Barnes Pettey Financial Advisors
Mississippi
$431K
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$429K -$628K -16,100 -60%
ProShare Advisors
145
ProShare Advisors
Maryland
$426K -$77.4K -1,985 -16%
BWM
146
BankPlus Wealth Management
Mississippi
$424K -$25.8K -661 -6%
LWMM
147
Legacy Wealth Management (Mississippi)
Mississippi
$424K
Natixis Advisors
148
Natixis Advisors
Massachusetts
$420K -$49K -1,257 -11%
VRS
149
Virginia Retirement Systems
Virginia
$416K +$152K +3,900 +59%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$400K -$269K -6,902 -41%