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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
AAP
201
Arax Advisory Partners
Colorado
$103K +$101K +2,591 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$95K -$5.38K -138 -5%
GI
203
GAMMA Investing
California
$94.8K +$6.43K +165 +7%
PS
204
Principal Securities
Iowa
$88.4K +$25.7K +659 +42%
KBC Group
205
KBC Group
Belgium
$88K
LSV Asset Management
206
LSV Asset Management
Illinois
$83K +$81.9K +2,100 New
CMBA
207
C.M. Bidwell & Associates
Hawaii
$80.7K -$117 -3 -0.1%
GA
208
GoalVest Advisory
New York
$78.6K
CFFP
209
Center for Financial Planning
Michigan
$59.4K
IA
210
IFP Advisors
Florida
$58.7K +$14.6K +375 +34%
EWA
211
EverSource Wealth Advisors
Alabama
$55.6K +$6.04K +155 +12%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$52.8K +$7.45K +191 +17%
Bessemer Group
213
Bessemer Group
New Jersey
$42K +$11.4K +292 +37%
DAM
214
Delta Asset Management
Tennessee
$42K
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.7K -$1.87K -48 -5%
GRP
216
Global Retirement Partners
California
$36.5K +$5.18K +133 +17%
RFS
217
Richardson Financial Services
Massachusetts
$29.4K +$13.4K +345 +87%
VCM
218
Versant Capital Management
Arizona
$24.8K
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$24K +$2.3K +59 +11%
OC
220
Oakworth Capital
Alabama
$23.8K
Nomura Asset Management
221
Nomura Asset Management
Japan
$23.4K
AUB
222
Atlantic Union Bankshares
Virginia
$19.6K
SL
223
Salomon & Ludwin
Virginia
$15.5K +$15.3K +392 New
MCM
224
MAI Capital Management
Ohio
$13K -$9.78K -251 -43%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$12.9K