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Northern Trust

774 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
Holders
774
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
10.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
85
Increased
273
Reduced
272
Closed
73
Calls
$27.6M
Puts
$27.7M
Net Calls
-$90K
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
426
Quarry LP
New York
$602K +$579K +5,871 +2,488%
CG
427
CFO4Life Group
Texas
$602K -$23K -233 -4%
CCM
428
Coldstream Capital Management
Washington
$592K -$29K -294 -5%
UB
429
UMB Bank
Missouri
$591K +$85.7K +869 +17%
PC
430
Port Capital
Illinois
$580K +$1.38K +14 +0.2%
ECM
431
Evergreen Capital Management
Washington
$578K +$71.3K +717 +14%
CWM
432
Compass Wealth Management
Connecticut
$575K -$39.5K -400 -6%
VC
433
Vestor Capital
Illinois
$572K -$1.18K -12 -0.2%
TI
434
Tidal Investments
Wisconsin
$558K -$285K -2,886 -34%
RMDI
435
R.M. Davis Inc
Maine
$558K -$226K -2,291 -29%
P
436
&Partners
Tennessee
$556K +$23.1K +235 +4%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$556K -$229K -2,322 -29%
AWS
438
Atria Wealth Solutions
New York
$553K +$259K +2,601 +88%
IMCOOI
439
Investment Management Corp of Ontario (IMCO)
Canada
$552K +$552K +5,594 New
BAM
440
Blueshift Asset Management
New Jersey
$546K +$546K +5,531 New
RIL
441
Rothschild Investment LLC
Illinois
$544K -$7.6K -77 -1%
MC
442
Machina Capital
France
$542K +$542K +5,499 New
TSWM
443
Triangle Securities Wealth Management
North Carolina
$541K -$20.4K -207 -4%
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 +$82.5K +836 +19%
VA
449
Vident Advisory
Georgia
$527K +$209K +2,120 +66%
FFM
450
Forum Financial Management
Illinois
$525K