We are live on ! Find out more
TRMK icon

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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$205K -$6.34K -163 -3%
SOW
177
State of Wyoming
Wyoming
$205K -$165K -4,228 -45%
BHCM
178
Brevan Howard Capital Management
Jersey
$202K -$1.5M -38,636 -88%
CFS
179
Cannon Financial Strategists
Georgia
$200K
TRCT
180
Tower Research Capital (TRC)
New York
$199K +$79.2K +2,034 +66%
AIP
181
Ameritas Investment Partners
Nebraska
$185K
Ensign Peak Advisors
182
Ensign Peak Advisors
Utah
$163K -$259K -6,650 -61%
NA
183
NewEdge Advisors
Louisiana
$159K -$8.95K -230 -5%
QCG
184
Quadrant Capital Group
Ohio
$136K +$134K +3,434 +5,539%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$126K
CNBTD
186
Citizens National Bank Trust Department
Mississippi
$117K
ACM
187
Aquatic Capital Management
Illinois
$116K +$116K +2,986 New
GI
188
GAMMA Investing
California
$98.5K +$5.25K +135 +6%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$93.5K
KBC Group
190
KBC Group
Belgium
$87K
LSV Asset Management
191
LSV Asset Management
Illinois
$82K
ETC
192
Exchange Traded Concepts
Oklahoma
$76.2K +$76.2K +1,957 New
CFFP
193
Center for Financial Planning
Michigan
$58.4K
IA
194
IFP Advisors
Florida
$57.7K -$78 -2 -0.1%
KAS
195
Kestra Advisory Services
Texas
$54.5K +$54.5K +1,400 New
EWA
196
EverSource Wealth Advisors
Alabama
$52.3K -$2.34K -60 -4%
PWPS
197
Pinnacle Wealth Planning Services
Ohio
$48.6K +$48.5K +1,247 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$47.2K -$4.79K -123 -9%
WG
199
Wellington Group
Indiana
$45.6K +$45.6K +1,172 New
DAM
200
Delta Asset Management
Tennessee
$41.3K