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Northern Trust

862 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 280 increasing their positions, 295 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 295

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$1.04M
AC
402
Arjuna Capital
North Carolina
$1.03M
SF
403
Synovus Financial
Georgia
$1.03M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
404
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M
FCT
405
First Community Trust
Iowa
$1.01M
EF
406
Empirical Finance
Pennsylvania
$997K
TMAM
407
Tokio Marine Asset Management
Japan
$990K
SSA
408
Sierra Summit Advisors
Nevada
$987K
Jones Financial Companies
409
Jones Financial Companies
Missouri
$983K
IQI
410
Integrated Quantitative Investments
Washington
$980K
SW
411
Simplicity Wealth
New Jersey
$975K
TIAA Trust, National Association
412
TIAA Trust, National Association
North Carolina
$967K
Bessemer Group
413
Bessemer Group
New Jersey
$966K
MWM
414
Mission Wealth Management
California
$954K
AC
415
Allstate Corporation
Illinois
$925K
JFG
416
Jefferies Financial Group
New York
$924K
ECM
417
Evergreen Capital Management
Washington
$923K
CIM
418
Contravisory Investment Management
Massachusetts
$895K
FFA
419
Farther Finance Advisors
California
$886K
MCM
420
Monarch Capital Management
Indiana
$873K
GWMR
421
GC Wealth Management RIA
Massachusetts
$857K
MML Investors Services
422
MML Investors Services
Massachusetts
$857K
AAP
423
Arax Advisory Partners
Colorado
$856K
GI
424
GAMMA Investing
California
$843K
FFM
425
Forum Financial Management
Illinois
$842K