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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
TMAM
426
Tokio Marine Asset Management
Japan
$615K
OF
427
Outfitter Financial
Maine
$615K +$613K +6,000 New
MIM
428
Morningstar Investment Management
Illinois
$602K -$1.01M -9,886 -63%
PC
429
Port Capital
Illinois
$601K -$10.5K -103 -2%
VC
430
Vestor Capital
Illinois
$595K +$1.23K +12 +0.2%
PAM
431
Palisade Asset Management
Minnesota
$592K
TSWM
432
Triangle Securities Wealth Management
North Carolina
$583K -$28.5K -279 -5%
RIL
433
Rothschild Investment LLC
Illinois
$574K +$7.77K +76 +1%
IFU
434
iSAM Funds (UK)
United Kingdom
$571K +$569K +5,570 New
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$562K +$6.24K +61 +1%
RBC
436
Romano Brothers & Co
Illinois
$559K
NRD
437
Nebula Research & Development
New York
$558K +$557K +5,448 New
SSWM
438
Smith Salley Wealth Management
North Carolina
$558K -$39.9K -390 -7%
JWCA
439
J.W. Coons Advisors
Ohio
$554K
Vontobel Holding
440
Vontobel Holding
Switzerland
$553K -$84.5K -826 -13%
BP
441
BBR Partners
New York
$549K +$511 +5 +0.1%
P
442
&Partners
Tennessee
$548K +$148K +1,447 +36%
FFM
443
Forum Financial Management
Illinois
$546K +$544K +5,325 New
BPC
444
Bryce Point Capital
New York
$545K +$544K +5,319 New
APIM
445
Agate Pass Investment Management
Washington
$538K +$536K +5,245 New
ECM
446
Evergreen Capital Management
Washington
$527K
UB
447
UMB Bank
Missouri
$525K +$81.1K +793 +18%
VCM
448
Vivaldi Capital Management
Illinois
$519K -$40.7K -398 -8%
WPA
449
West Paces Advisors
Georgia
$513K -$818 -8 -0.2%
NSEDCP
450
NJ State Employees Deferred Compensation Plan
New Jersey
$513K

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.