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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
BlackRock
1
BlackRock
New York
$331M -$9.63M -247,096 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$255M -$3.51M -89,982 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$155M -$781K -20,045 -0.5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$154M +$12.4M +316,851 +9%
State Street
5
State Street
Massachusetts
$118M -$620K -15,917 -0.5%
EARNEST Partners
6
EARNEST Partners
Georgia
$109M -$5.77M -147,911 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$58.7M +$1.85M +47,546 +3%
Charles Schwab
8
Charles Schwab
California
$36.1M -$976K -25,040 -3%
Northern Trust
9
Northern Trust
Illinois
$26.7M +$1.47M +37,819 +6%
American Century Companies
10
American Century Companies
Missouri
$22.3M +$5.15M +132,023 +31%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.8M -$591K -15,151 -3%
Goldman Sachs
12
Goldman Sachs
New York
$18.4M -$603K -15,457 -3%
N
13
Nuveen
North Carolina
$17.1M +$7.49M +192,173 +80%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$17M -$1.22M -31,331 -7%
Fisher Asset Management
15
Fisher Asset Management
Washington
$15.9M -$492K -12,624 -3%
Federated Hermes
16
Federated Hermes
Pennsylvania
$14.6M +$981K +25,164 +7%
Morgan Stanley
17
Morgan Stanley
New York
$14.1M -$5.01M -128,630 -27%
CCMG
18
Clark Capital Management Group
Pennsylvania
$14M +$1.64M +42,032 +14%
Invesco
19
Invesco
Georgia
$13.6M -$6.9M -177,125 -34%
Principal Financial Group
20
Principal Financial Group
Iowa
$13M +$1.14M +29,302 +10%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$12.7M +$1.94M +49,741 +18%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$11.3M -$558K -14,311 -5%
Verition Fund Management
23
Verition Fund Management
Connecticut
$11.1M -$238K -6,109 -2%
Bank of America
24
Bank of America
North Carolina
$10.6M +$4.64M +119,044 +80%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.6M +$2.35M +60,340 +29%