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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
TAF
301
Tredje AP-fonden
Sweden
$1.67M -$1.66M -16,275 -50%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$1.66M -$46K -450 -3%
MDA
303
Minot DeBlois Advisors
Massachusetts
$1.64M +$1.63M +15,958 New
OA
304
Oak Associates
Ohio
$1.63M +$1.63M +15,931 New
Pacer Advisors
305
Pacer Advisors
Pennsylvania
$1.63M +$92.5K +905 +6%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$1.61M +$360K +3,526 +29%
AF
307
Avanza Fonder
Sweden
$1.6M +$1.59M +15,582 New
Nordea Investment Management
308
Nordea Investment Management
Sweden
$1.58M +$97.5K +954 +7%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$1.53M -$28.2K -276 -2%
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$1.53M +$18.3K +179 +1%
ECM
311
Everence Capital Management
Indiana
$1.53M +$903K +8,830 +145%
SCM
312
Sterling Capital Management
North Carolina
$1.52M +$740K +7,240 +95%
DF
313
Donoghue Forlines
Massachusetts
$1.51M +$1.51M +14,779 New
M&T Bank
314
M&T Bank
New York
$1.48M -$29.1K -285 -2%
BBHC
315
Brown Brothers Harriman & Co
New York
$1.48M +$2.15K +21 +0.1%
TRCT
316
Tower Research Capital (TRC)
New York
$1.46M +$522K +5,105 +56%
ACP
317
Aviance Capital Partners
Florida
$1.45M +$257K +2,517 +22%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$1.44M +$24.8K +243 +2%
GT
319
Greenleaf Trust
Michigan
$1.43M +$120K +1,177 +9%
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$1.43M +$16.4K +160 +1%
KRS
321
Kentucky Retirement Systems
Kentucky
$1.42M -$19.5K -191 -1%
PAG
322
Private Advisor Group
New Jersey
$1.4M -$37.6K -368 -3%
CC
323
Chicago Capital
Illinois
$1.4M +$37.3K +365 +3%
SFS
324
Stiles Financial Services
Minnesota
$1.39M +$46.3K +453 +3%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$1.38M +$198K +1,941 +17%

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.