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Northern Trust

783 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

17% more capital invested

Capital invested by funds: $15.1B → $17.8B (+$2.63B)

8% more funds holding

Funds holding: 723783 (+60)

8% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $33.6M

0.87% more ownership

Funds ownership: 83.47%84.34% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 270

Holders
783
Holders Change
+60
Holders Change %
+8.3%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
125
Increased
251
Reduced
270
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$2.18M +$203K +1,990 +10%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$2.18M +$45.7K +447 +2%
CS
278
Cannell & Spears
New York
$2.09M +$307 +3 +0%
WCM
279
Wedge Capital Management
North Carolina
$2.07M +$2.07M +20,218 New
Swedbank
280
Swedbank
Sweden
$2.05M +$430K +4,206 +27%
Lazard Asset Management
281
Lazard Asset Management
New York
$2.04M -$1.39M -13,616 -41%
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$408K +3,993 +25%
DT
283
Diversified Trust
Tennessee
$1.99M +$8.89K +87 +0.4%
MSU
284
Mizuho Securities USA
New York
$1.93M +$584K +5,712 +44%
NICM
285
Neo Ivy Capital Management
New York
$1.92M +$622K +6,082 +48%
SA
286
Sanctuary Advisors
Indiana
$1.9M -$74.5K -729 -4%
CA
287
Callahan Advisors
Texas
$1.89M +$511 +5 +0%
I
288
InceptionR
California
$1.85M +$957K +9,362 +107%
BMSSC
289
B. Metzler seel. Sohn & Co
Germany
$1.85M -$504K -4,926 -21%
NSIM
290
North Star Investment Management
Illinois
$1.85M +$102 +1 +0%
EF
291
Empowered Funds
Pennsylvania
$1.82M +$1.4M +13,655 +334%
BB
292
Busey Bank
Illinois
$1.76M -$3.48K -34 -0.2%
ET
293
Entropy Technologies
New York
$1.75M +$900K +8,803 +106%
SRL
294
Scientech Research LLC
New Jersey
$1.75M +$770K +7,534 +79%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$1.75M -$19.4K -190 -1%
HIA
296
Harvest Investment Advisors
Florida
$1.74M -$511 -5 -0%
RWP
297
RWA Wealth Partners
Massachusetts
$1.74M
Neuberger Berman Group
298
Neuberger Berman Group
New York
$1.73M -$7.36K -72 -0.4%
Pathstone Holdings
299
Pathstone Holdings
New Jersey
$1.72M +$85.5K +836 +5%
CIC
300
Cornercap Investment Counsel
Georgia
$1.71M -$59.5K -582 -3%

NTRS Hedge Fund Activity: Q4 2024 in Review

783 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2024, worth a combined $17.8B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NTRS positions and 51 closed out — a net gain of 74 holders — while 251 added to existing stakes and 270 trimmed.

The largest buyer was KBC Group, adding an estimated $65.9M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 783 institutional investors held Northern Trust (NTRS) as of Q4 2024, up from 723 in Q3 2024.
  • Funds reported $17.8B of Northern Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 125 funds opened new Northern Trust positions in Q4 2024 and 51 closed out, a net change of +74 holders.
  • The largest Northern Trust buyer in Q4 2024 was KBC Group, an estimated $65.9M added.
  • The largest Northern Trust seller in Q4 2024 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.