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Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$365M
Puts
$39.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
401
Empirical Finance
Pennsylvania
$997K
TMAM
402
Tokio Marine Asset Management
Japan
$990K
SSA
403
Sierra Summit Advisors
Nevada
$987K
Jones Financial Companies
404
Jones Financial Companies
Missouri
$983K
IQI
405
Integrated Quantitative Investments
Washington
$980K
SW
406
Simplicity Wealth
New Jersey
$975K
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$967K
Bessemer Group
408
Bessemer Group
New Jersey
$966K
MWM
409
Mission Wealth Management
California
$954K
AC
410
Allstate Corporation
Illinois
$925K
JFG
411
Jefferies Financial Group
New York
$924K
ECM
412
Evergreen Capital Management
Washington
$923K
CIM
413
Contravisory Investment Management
Massachusetts
$895K
FFA
414
Farther Finance Advisors
California
$886K
MCM
415
Monarch Capital Management
Indiana
$873K
GWMR
416
GC Wealth Management RIA
Massachusetts
$857K
MML Investors Services
417
MML Investors Services
Massachusetts
$857K
AAP
418
Arax Advisory Partners
Colorado
$856K
GI
419
GAMMA Investing
California
$843K
FFM
420
Forum Financial Management
Illinois
$842K
CG
421
CFO4Life Group
Texas
$841K
FRM
422
Fox Run Management
Connecticut
$841K
SIM
423
Studio Investment Management
Illinois
$831K
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$820K
PCM
425
Permanent Capital Management
Illinois
$811K