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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
ACA
126
Aptus Capital Advisors
Alabama
$548K +$42 +1 +0%
SFG
127
Sunburst Financial Group
Alabama
$547K
WPC
128
Waters Parkerson & Co
Louisiana
$539K
VIA
129
Vanguard Investments Australia
Australia
$535K +$535K +12,688 New
KK
130
KLP Kapitalforvaltning
Norway
$531K
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$527K +$4.6K +109 +0.9%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$526K -$36K -853 -6%
AA
133
ALPS Advisors
Colorado
$511K +$28.4K +674 +6%
GI
134
GAMCO Investors
Connecticut
$506K
SA
135
Sanctuary Advisors
Indiana
$497K -$4.34K -103 -0.9%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$493K -$29.2K -692 -6%
COI
137
Connable Office Inc
Michigan
$485K -$99.2K -2,352 -17%
BPFA
138
Barnes Pettey Financial Advisors
Mississippi
$478K
LWMM
139
Legacy Wealth Management (Mississippi)
Mississippi
$434K -$16.9K -400 -4%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$430K +$12.2K +289 +3%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$424K +$2.32K +55 +0.6%
BWM
142
BankPlus Wealth Management
Mississippi
$419K -$32.7K -775 -7%
AAM
143
Augustine Asset Management
Florida
$406K
CIC
144
Crawford Investment Counsel
Georgia
$404K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$400K +$2.49K +59 +0.6%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$385K +$54K +1,280 +16%
RWS
147
Resolute Wealth Strategies
Mississippi
$385K +$1.81K +43 +0.5%
MML Investors Services
148
MML Investors Services
Massachusetts
$382K +$40.6K +963 +12%
EW
149
Element Wealth
Mississippi
$380K +$42 +1 +0%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$378K +$81.9K +1,942 +28%