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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
BlackRock
1
BlackRock
New York
$330M +$4.19M +107,570 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$246M -$5.03M -129,146 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$151M -$1.28M -32,812 -0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$150M -$1.3M -33,431 -0.9%
State Street
5
State Street
Massachusetts
$113M -$3.63M -93,159 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$102M -$5.9M -151,535 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$58.1M +$358K +9,198 +0.6%
American Century Companies
8
American Century Companies
Missouri
$34.1M +$12.1M +310,848 +55%
Charles Schwab
9
Charles Schwab
California
$33.9M -$1.7M -43,717 -5%
UBS Group
10
UBS Group
Switzerland
$24.9M +$18.4M +472,751 +282%
Northern Trust
11
Northern Trust
Illinois
$24.6M -$1.65M -42,331 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$19.7M +$182K +4,667 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$18.6M +$4.77M +122,613 +35%
Goldman Sachs
14
Goldman Sachs
New York
$18.1M +$31.9K +820 +0.2%
Federated Hermes
15
Federated Hermes
Pennsylvania
$17M +$2.6M +66,795 +18%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$16.5M -$272K -6,984 -2%
BCM
17
Bridgeway Capital Management
Texas
$15.2M +$9.24M +237,266 +156%
N
18
Nuveen
North Carolina
$14.5M -$2.28M -58,657 -14%
Fisher Asset Management
19
Fisher Asset Management
Washington
$14.5M -$1.15M -29,578 -7%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$13.7M +$1.13M +29,065 +9%
Principal Financial Group
21
Principal Financial Group
Iowa
$13.5M +$678K +17,414 +5%
CCMG
22
Clark Capital Management Group
Pennsylvania
$12.7M -$1.07M -27,540 -8%
Invesco
23
Invesco
Georgia
$12M -$1.34M -34,471 -10%
Millennium Management
24
Millennium Management
New York
$11.4M +$2.5M +64,237 +28%
TNBTD
25
Trustmark National Bank Trust Department
Mississippi
$11.1M +$7.9K +203 +0.1%