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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
Cerity Partners
176
Cerity Partners
New York
$240K +$240K +5,693 New
EWA
177
EP Wealth Advisors
California
$238K +$13.8K +327 +6%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$237K +$237K +5,623 New
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$236K +$236K +5,601 New
CNBTD
180
Citizens National Bank Trust Department
Mississippi
$235K +$109K +2,575 +86%
Jane Street
181
Jane Street
New York
$235K -$675K -16,007 -74%
FGP
182
Freestone Grove Partners
California
$234K +$235K +5,564 New
SWM
183
Silverlake Wealth Management
Vermont
$226K +$295 +7 +0.1%
AT
184
Arlington Trust
Alabama
$224K
X
185
Xponance
Pennsylvania
$223K +$223K +5,296 New
Jacobs Levy Equity Management
186
Jacobs Levy Equity Management
New Jersey
$212K +$212K +5,022 New
Corient Private Wealth
187
Corient Private Wealth
Florida
$210K +$210K +4,973 New
PA
188
Profund Advisors
Maryland
$207K -$93.4K -2,215 -31%
RFC
189
Regions Financial Corp
Alabama
$202K +$202K +4,789 New
GS
190
GTS Securities
New York
$202K +$202K +4,782 New
ECM
191
Everence Capital Management
Indiana
$200K +$200K +4,750 New
AIP
192
Ameritas Investment Partners
Nebraska
$190K -$9.87K -234 -5%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$178K +$143K +3,386 +399%
NA
194
NewEdge Advisors
Louisiana
$178K +$5.15K +122 +3%
Ensign Peak Advisors
195
Ensign Peak Advisors
Utah
$177K
Jones Financial Companies
196
Jones Financial Companies
Missouri
$174K -$47.2K -1,118 -21%
TRCT
197
Tower Research Capital (TRC)
New York
$170K -$45.6K -1,081 -21%
QCG
198
Quadrant Capital Group
Ohio
$147K
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$137K
GI
200
GAMMA Investing
California
$113K +$6.24K +148 +6%