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Northern Trust

773 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 248 increasing their positions, 267 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+58
Holders Change %
+8.11%
% of All Funds
10.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
123
Increased
248
Reduced
267
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PC
426
Port Capital
Illinois
$601K -$10.6K -103 -2%
VC
427
Vestor Capital
Illinois
$595K +$1.23K +12 +0.2%
PAM
428
Palisade Asset Management
Minnesota
$592K
TSWM
429
Triangle Securities Wealth Management
North Carolina
$583K -$28.6K -279 -5%
RIL
430
Rothschild Investment LLC
Illinois
$574K +$7.79K +76 +1%
IFU
431
iSAM Funds (UK)
United Kingdom
$571K +$571K +5,570 New
Cetera Investment Advisers
432
Cetera Investment Advisers
Illinois
$562K +$6.25K +61 +1%
RBC
433
Romano Brothers & Co
Illinois
$559K
NRD
434
Nebula Research & Development
New York
$558K +$558K +5,448 New
SSWM
435
Smith Salley Wealth Management
North Carolina
$558K -$40K -390 -7%
JWCA
436
J.W. Coons Advisors
Ohio
$554K
Vontobel Holding
437
Vontobel Holding
Switzerland
$553K -$84.7K -826 -13%
BP
438
BBR Partners
New York
$549K +$513 +5 +0.1%
P
439
&Partners
Tennessee
$548K +$146K +1,447 +36%
FFM
440
Forum Financial Management
Illinois
$546K +$546K +5,325 New
BPC
441
Bryce Point Capital
New York
$545K +$545K +5,319 New
APIM
442
Agate Pass Investment Management
Washington
$538K +$538K +5,245 New
ECM
443
Evergreen Capital Management
Washington
$527K
UB
444
UMB Bank
Missouri
$525K +$81.3K +793 +18%
VCM
445
Vivaldi Capital Management
Illinois
$519K -$44.4K -398 -8%
WPA
446
West Paces Advisors
Georgia
$513K -$820 -8 -0.2%
NSEDCP
447
NJ State Employees Deferred Compensation Plan
New Jersey
$513K
SG
448
Somerset Group
Minnesota
$513K
NA
449
NewEdge Advisors
Louisiana
$509K -$48K -468 -9%
SCM
450
Stevens Capital Management
Pennsylvania
$506K +$506K +4,932 New