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Northern Trust

827 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 256 increasing their positions, 288 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
11.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
139
Increased
256
Reduced
288
Closed
75
Calls
$305M
Puts
$257M
Net Calls
+$47.8M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
401
Contravisory Investment Management
Massachusetts
$876K +$876K +6,906 New
ECM
402
Evergreen Capital Management
Washington
$868K +$126K +989 +17%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$857K -$127 -1 -0%
SIM
404
Studio Investment Management
Illinois
$841K -$19K -149 -2%
MML Investors Services
405
MML Investors Services
Massachusetts
$824K +$192K +1,512 +30%
MCM
406
Monarch Capital Management
Indiana
$823K -$80.5K -631 -9%
P
407
&Partners
Tennessee
$817K +$94.3K +739 +13%
STA
408
Summit Trail Advisors
New York
$809K +$809K +6,344 New
CNBOF
409
City National Bank of Florida
Florida
$808K +$319K +2,515 +65%
SW
410
Simplicity Wealth
New Jersey
$807K +$322K +2,543 +66%
HSA
411
Hussman Strategic Advisors
Maryland
$799K -$533K -4,200 -40%
TMAM
412
Tokio Marine Asset Management
Japan
$797K
CG
413
CFO4Life Group
Texas
$788K +$13.8K +109 +2%
NMIMC
414
Northwestern Mutual Investment Management Company
Wisconsin
$787K -$3.42K -27 -0.4%
OTL
415
Oak Thistle LLC
New York
$785K -$534K -4,209 -40%
UB
416
UMB Bank
Missouri
$768K +$8.62K +68 +1%
TI
417
Tidal Investments
Wisconsin
$767K +$50K +394 +7%
MK
418
MASTERINVEST Kapitalanlage
$760K +$760K +5,996 New
T
419
TOBAM
France
$752K +$96.3K +759 +15%
PC
420
Port Capital
Illinois
$746K
CWM
421
Compass Wealth Management
Connecticut
$739K
FFM
422
Forum Financial Management
Illinois
$738K +$62.8K +495 +9%
IWC
423
Integrated Wealth Concepts
Massachusetts
$726K +$726K +5,723 New
CAM
424
Cresset Asset Management
Illinois
$722K -$94.5K -741 -12%
OC
425
Oppenheimer & Co
New York
$718K +$154K +1,217 +27%