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Northern Trust

775 hedge funds and large institutions have $16.4B invested in Northern Trust in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 273 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding

Funds holding: 774775 (+1)

0% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $27.7M

8% less capital invested

Capital invested by funds: $17.8B → $16.4B (-$1.41B)

Holders
775
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
$27.6M
Puts
$27.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
426
Quarry LP
New York
$602K
CG
427
CFO4Life Group
Texas
$602K
CCM
428
Coldstream Capital Management
Washington
$592K
UB
429
UMB Bank
Missouri
$591K
PC
430
Port Capital
Illinois
$580K
ECM
431
Evergreen Capital Management
Washington
$578K
CWM
432
Compass Wealth Management
Connecticut
$575K
VC
433
Vestor Capital
Illinois
$572K
TI
434
Tidal Investments
Wisconsin
$558K
RMDI
435
R.M. Davis Inc
Maine
$558K
P
436
&Partners
Tennessee
$556K
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$556K
AWS
438
Atria Wealth Solutions
New York
$553K
IMCOOI
439
Investment Management Corp of Ontario (IMCO)
Canada
$552K
BAM
440
Blueshift Asset Management
New Jersey
$546K
RIL
441
Rothschild Investment LLC
Illinois
$544K
MC
442
Machina Capital
France
$542K
TSWM
443
Triangle Securities Wealth Management
North Carolina
$541K
RBC
444
Romano Brothers & Co
Illinois
$538K
SSWM
445
Smith Salley Wealth Management
North Carolina
$537K
JWCA
446
J.W. Coons Advisors
Ohio
$533K
BP
447
BBR Partners
New York
$528K
SG Americas Securities
448
SG Americas Securities
New York
$528K
VA
449
Vident Advisory
Georgia
$527K
FFM
450
Forum Financial Management
Illinois
$525K