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Trustmark

269 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, 89 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 86

42% less call options, than puts

Call options by funds: $312K | Put options by funds: $537K

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312K
Puts
$537K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
201
LSV Asset Management
Illinois
$88K
EWA
202
EverSource Wealth Advisors
Alabama
$69.8K
CFFP
203
Center for Financial Planning
Michigan
$63.2K
IA
204
IFP Advisors
Florida
$62.3K
PWPS
205
Pinnacle Wealth Planning Services
Ohio
$55.2K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$54.1K
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$49.8K
DAM
208
Delta Asset Management
Tennessee
$44.7K
KAS
209
Kemnay Advisory Services
New York
$42.4K
HFS
210
Hantz Financial Services
Michigan
$39K
WGL
211
Wellington Grp LLC
Indiana
$37.2K
RFS
212
Richardson Financial Services
Massachusetts
$36.6K
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3K
BTI
214
Blue Trust Inc
Georgia
$33.4K
ASN
215
Advisory Services Network
Georgia
$29K
VCM
216
Versant Capital Management
Arizona
$26.4K
Osaic Holdings
217
Osaic Holdings
Arizona
$26K
OC
218
Oakworth Capital
Alabama
$25.3K
Nomura Asset Management
219
Nomura Asset Management
Japan
$24.9K
AssetMark Inc
220
AssetMark Inc
California
$21K
AUB
221
Atlantic Union Bankshares
Virginia
$20.8K
SAM
222
Smartleaf Asset Management
Massachusetts
$19.9K
TCM
223
Triumph Capital Management
Colorado
$19K
FFA
224
Farther Finance Advisors
California
$17.5K
AAP
225
Arax Advisory Partners
Colorado
$16.3K