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Trustmark

260 hedge funds and large institutions have $1.73B invested in Trustmark in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 73.53%73.97% (+0.43%)

2% less capital invested

Capital invested by funds: $1.76B → $1.73B (-$29.7M)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

3% less funds holding

Funds holding: 269260 (-9)

Holders
260
Holders Change
-9
Holders Change %
-3.35%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
88
Reduced
94
Closed
32
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
126
Waters Parkerson & Co
Louisiana
$498K
KK
127
KLP Kapitalforvaltning
Norway
$491K
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$483K +$37.5K +963 +8%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$483K +$42.4K +1,090 +10%
GI
130
GAMCO Investors
Connecticut
$467K
SA
131
Sanctuary Advisors
Indiana
$463K -$662 -17 -0.1%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$463K -$7.01K -180 -1%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$453K +$39.5K +1,014 +10%
HT
134
Headlands Technologies
Illinois
$446K -$130K -3,333 -23%
AA
135
ALPS Advisors
Colorado
$446K +$3.78K +97 +0.9%
BPFA
136
Barnes Pettey Financial Advisors
Mississippi
$442K +$17.5K +450 +4%
ProShare Advisors
137
ProShare Advisors
Maryland
$427K +$7.86K +202 +2%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$427K
EMPI
139
Elo Mutual Pension Insurance
Finland
$419K +$419K +10,760 New
BWM
140
BankPlus Wealth Management
Mississippi
$417K +$234 +6 +0.1%
LWMM
141
Legacy Wealth Management (Mississippi)
Mississippi
$417K
Baird Financial Group
142
Baird Financial Group
Wisconsin
$389K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$386K -$122K -3,137 -24%
AAM
144
Augustine Asset Management
Florida
$375K
CIC
145
Crawford Investment Counsel
Georgia
$373K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$367K +$545 +14 +0.1%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$364K -$22.3K -572 -6%
OQS
148
Occudo Quantitative Strategies
Florida
$361K +$361K +9,275 New
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$358K +$2.22K +57 +0.6%
RWS
150
Resolute Wealth Strategies
Mississippi
$354K -$3.39K -87 -0.9%