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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
MAM
201
Meeder Asset Management
Ohio
$35.9K +$35.9K +921 New
BNP Paribas Asset Management
202
BNP Paribas Asset Management
France
$35K +$10.7K +276 +45%
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.8K -$1.32K -34 -4%
GRP
204
Global Retirement Partners
California
$34.7K -$1.21K -31 -3%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$33K +$30.3K +779 +1,129%
RFS
206
Richardson Financial Services
Massachusetts
$31.8K +$2.88K +74 +10%
BTI
207
Blue Trust Inc
Georgia
$30.7K +$30.7K +789 New
VCM
208
Versant Capital Management
Arizona
$24.4K
OC
209
Oakworth Capital
Alabama
$23.4K
Nomura Asset Management
210
Nomura Asset Management
Japan
$23K
SAM
211
Smartleaf Asset Management
Massachusetts
$21.7K +$13.8K +354 +178%
AUB
212
Atlantic Union Bankshares
Virginia
$19.2K
AAP
213
Arax Advisory Partners
Colorado
$18.1K -$82.8K -2,127 -82%
TCM
214
Triumph Capital Management
Colorado
$17.5K +$17.5K +450 New
HFS
215
Hantz Financial Services
Michigan
$16K +$7.36K +189 +82%
SL
216
Salomon & Ludwin
Virginia
$14.5K -$1.17K -30 -8%
Mitsubishi UFJ Asset Management
217
Mitsubishi UFJ Asset Management
Japan
$12.7K
UB
218
UMB Bank
Missouri
$12.3K +$740 +19 +6%
Osaic Holdings
219
Osaic Holdings
Arizona
$12.1K -$820K -21,073 -99%
SIS
220
Sound Income Strategies
Florida
$10.2K +$9.62K +247 New
Los Angeles Capital Management
221
Los Angeles Capital Management
California
$10.1K +$10.5K +270 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$10K +$934 +24 +10%
ECSS
223
Eurizon Capital SGR SpA
$9.78K +$9.77K +251 New
RFP
224
Root Financial Partners
California
$8.65K +$1.28K +33 +17%
AssetMark Inc
225
AssetMark Inc
California
$8.3K +$1.99K +51 +31%