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Trustmark

256 hedge funds and large institutions have $1.54B invested in Trustmark in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
81
Reduced
81
Closed
19
Calls
$269K
Puts
$21K
Net Calls
+$248K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
151
Lido Advisors
California
$340K -$6.93K -201 -2%
AAM
152
Augustine Asset Management
Florida
$332K +$34 +1 +0%
CIC
153
Crawford Investment Counsel
Georgia
$331K
M1FG
154
Mach-1 Financial Group
Arkansas
$330K +$330K +9,562 New
Russell Investments Group
155
Russell Investments Group
United Kingdom
$326K +$29.6K +858 +10%
Stifel Financial
156
Stifel Financial
Missouri
$320K -$235K -6,825 -42%
RWS
157
Resolute Wealth Strategies
Mississippi
$313K -$3.45K -100 -1%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$312K +$83.2K +2,411 +36%
EW
159
Element Wealth
Mississippi
$311K +$69 +2 +0%
MOACM
160
Mutual of America Capital Management
New York
$306K -$13.1K -381 -4%
BPFA
161
Barnes Pettey Financial Advisors
Mississippi
$306K
DI
162
Diligent Investors
California
$300K -$3.38K -98 -1%
CC
163
Centiva Capital
New York
$283K +$283K +8,211 New
VA
164
Vident Advisory
Georgia
$283K +$68.1K +1,974 +32%
QT
165
Quantbot Technologies
New York
$276K +$276K +8,011 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$276K +$9.42K +273 +4%
US Bancorp
167
US Bancorp
Minnesota
$275K
Robeco Institutional Asset Management
168
Robeco Institutional Asset Management
Netherlands
$274K +$4.62K +134 +2%
ZIC
169
ZWJ Investment Counsel
Georgia
$273K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$271K
Voloridge Investment Management
171
Voloridge Investment Management
Florida
$269K +$269K +7,794 New
LCM
172
Logan Capital Management
Pennsylvania
$260K +$1.86K +54 +0.7%
BCM
173
Bridgeway Capital Management
Texas
$259K -$3.8M -110,288 -94%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$258K +$4.86K +141 +2%
CA
175
Clearstead Advisors
Ohio
$257K +$31.6K +917 +14%