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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$396K
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$383K +$375K +9,612 New
AAM
153
Augustine Asset Management
Florida
$381K
CIC
154
Crawford Investment Counsel
Georgia
$380K
SOW
155
State of Wyoming
Wyoming
$376K +$370K +9,495 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$373K +$67.1K +1,721 +22%
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$371K -$12.6K -324 -3%
RWS
158
Resolute Wealth Strategies
Mississippi
$363K +$1.68K +43 +0.5%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$362K -$193K -4,946 -35%
EW
160
Element Wealth
Mississippi
$357K +$40.3K +1,034 +13%
SFI
161
Susquehanna Fundamental Investments
Pennsylvania
$346K +$340K +8,730 New
MSRPS
162
Maryland State Retirement & Pension System
Maryland
$344K -$356K -9,125 -51%
IIC
163
Integrated Investment Consultants
Michigan
$324K
Creative Planning
164
Creative Planning
Kansas
$323K +$318K +8,152 New
Cerity Partners
165
Cerity Partners
New York
$319K +$314K +8,064 New
Stifel Financial
166
Stifel Financial
Missouri
$319K -$49K -1,256 -13%
Robeco Institutional Asset Management
167
Robeco Institutional Asset Management
Netherlands
$319K
ZIC
168
ZWJ Investment Counsel
Georgia
$314K
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$311K
LCM
170
Logan Capital Management
Pennsylvania
$303K +$1.75K +45 +0.6%
Victory Capital Management
171
Victory Capital Management
Texas
$296K -$114K -2,912 -28%
ZIM
172
Zacks Investment Management
Illinois
$281K +$277K +7,105 New
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$281K +$55.2K +1,415 +25%
MOACM
174
Mutual of America Capital Management
New York
$268K -$39.3K -1,007 -13%
CIM
175
Contravisory Investment Management
Massachusetts
$266K +$262K +6,723 New