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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
BlackRock
1
BlackRock
New York
$350M -$6.79M -160,977 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$164M +$870K +20,628 +0.5%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$149M +$149M +3,524,803 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M -$23.5M -556,354 -14%
State Street
5
State Street
Massachusetts
$125M +$3.49M +82,695 +3%
VCM
6
Vanguard Capital Management
Pennsylvania
$107M +$107M +2,545,422 New
EARNEST Partners
7
EARNEST Partners
Georgia
$107M -$3.21M -76,164 -3%
NRCM
8
North Reef Capital Management
California
$82.3M +$82.4M +1,952,930 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$63.8M +$960K +22,764 +2%
American Century Companies
10
American Century Companies
Missouri
$53.4M +$16.5M +391,271 +45%
UBS Group
11
UBS Group
Switzerland
$36.3M +$9.31M +220,829 +34%
Charles Schwab
12
Charles Schwab
California
$32.8M -$3.8M -90,061 -10%
Goldman Sachs
13
Goldman Sachs
New York
$30.8M +$11.2M +264,954 +57%
Northern Trust
14
Northern Trust
Illinois
$27.3M +$626K +14,850 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20.5M -$812K -19,246 -4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$18.8M +$444K +10,538 +2%
Morgan Stanley
17
Morgan Stanley
New York
$18.7M -$1.39M -32,976 -7%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$17.2M -$606K -14,366 -3%
BCM
19
Bridgeway Capital Management
Texas
$16.8M +$379K +8,982 +2%
Two Sigma Investments
20
Two Sigma Investments
New York
$16.7M +$4.91M +116,309 +42%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$16M +$1.23M +29,092 +8%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$15.8M +$15.9M +376,088 New
N
23
Nuveen
North Carolina
$15.6M -$52.2K -1,237 -0.3%
Fisher Asset Management
24
Fisher Asset Management
Washington
$15.6M -$31.8K -754 -0.2%
CCMG
25
Clark Capital Management Group
Pennsylvania
$15.2M +$1.54M +36,459 +11%