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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
EW
151
Element Wealth
Mississippi
$351K +$39 +1 +0%
AAS
152
Ameritas Advisory Services
Nebraska
$350K +$350K +8,986 New
Creative Planning
153
Creative Planning
Kansas
$345K +$27.1K +697 +9%
MSRPS
154
Maryland State Retirement & Pension System
Maryland
$342K +$3.7K +95 +1%
IIC
155
Integrated Investment Consultants
Michigan
$319K +$117 +3 +0%
MML Investors Services
156
MML Investors Services
Massachusetts
$316K +$63.9K +1,642 +25%
ZIC
157
ZWJ Investment Counsel
Georgia
$308K
Stifel Financial
158
Stifel Financial
Missouri
$307K -$7.24K -186 -2%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$306K
LCM
160
Logan Capital Management
Pennsylvania
$299K +$1.75K +45 +0.6%
PA
161
Profund Advisors
Maryland
$278K +$278K +7,130 New
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$274K -$2.41K -62 -0.9%
MOACM
163
Mutual of America Capital Management
New York
$267K +$3.54K +91 +1%
HighTower Advisors
164
HighTower Advisors
Illinois
$254K -$184K -4,722 -42%
CIM
165
Contravisory Investment Management
Massachusetts
$252K -$10.1K -260 -4%
SEI Investments
166
SEI Investments
Pennsylvania
$246K +$16.4K +422 +7%
M&T Bank
167
M&T Bank
New York
$238K +$238K +6,102 New
SC
168
Savant Capital
Illinois
$232K +$8.8K +226 +4%
IC
169
IEQ Capital
California
$232K -$407K -10,447 -64%
Man Group
170
Man Group
United Kingdom
$230K +$230K +5,898 New
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$227K -$16K -411 -7%
SWM
172
Silverlake Wealth Management
Vermont
$209K +$272 +7 +0.1%
VRS
173
Virginia Retirement Systems
Virginia
$208K -$200K -5,150 -49%
EWA
174
EP Wealth Advisors
California
$207K +$207K +5,315 New
AT
175
Arlington Trust
Alabama
$207K