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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$101K
KBC Group
202
KBC Group
Belgium
$94K
LSV Asset Management
203
LSV Asset Management
Illinois
$88K
EWA
204
EverSource Wealth Advisors
Alabama
$69.8K +$13.2K +314 +23%
CFFP
205
Center for Financial Planning
Michigan
$63.2K
IA
206
IFP Advisors
Florida
$62.3K -$84 -2 -0.1%
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$55.2K +$2.62K +62 +5%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$54.1K +$3.04K +72 +6%
BNP Paribas Asset Management
209
BNP Paribas Asset Management
France
$49.8K +$12.3K +291 +33%
DAM
210
Delta Asset Management
Tennessee
$44.7K
KAS
211
Kemnay Advisory Services
New York
$42.4K +$42.4K +1,006 New
HFS
212
Hantz Financial Services
Michigan
$39K +$21.8K +518 +124%
WG
213
Wellington Group
Indiana
$37.2K -$12.2K -290 -25%
RFS
214
Richardson Financial Services
Massachusetts
$36.6K +$2.15K +51 +6%
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3K -$1.35K -32 -4%
BTI
216
Blue Trust Inc
Georgia
$33.4K +$169 +4 +0.5%
ASN
217
Advisory Services Network
Georgia
$29K +$29K +688 New
VCM
218
Versant Capital Management
Arizona
$26.4K
Osaic Holdings
219
Osaic Holdings
Arizona
$26K +$12.9K +306 +98%
OC
220
Oakworth Capital
Alabama
$25.3K
Nomura Asset Management
221
Nomura Asset Management
Japan
$24.9K
AssetMark Inc
222
AssetMark Inc
California
$21K +$12.1K +286 +134%
AUB
223
Atlantic Union Bankshares
Virginia
$20.8K
SAM
224
Smartleaf Asset Management
Massachusetts
$19.9K -$3.46K -82 -15%
TCM
225
Triumph Capital Management
Colorado
$19K