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Northern Trust

868 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, 283 increasing their positions, 297 reducing their positions, and 61 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: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.91%83.34% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
868
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
FFM
426
Forum Financial Management
Illinois
$842K
CG
427
CFO4Life Group
Texas
$841K
FRM
428
Fox Run Management
Connecticut
$841K
SIM
429
Studio Investment Management
Illinois
$831K
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$820K
PCM
431
Permanent Capital Management
Illinois
$811K
GC
432
Guggenheim Capital
Illinois
$809K
MK
433
MASTERINVEST Kapitalanlage
$807K
VA
434
Vident Advisory
Georgia
$800K
P
435
&Partners
Tennessee
$799K
UB
436
UMB Bank
Missouri
$790K
RIL
437
Rothschild Investment LLC
Illinois
$788K
CWM
438
Compass Wealth Management
Connecticut
$785K
VC
439
Vestor Capital
Illinois
$780K
CPIG
440
Chicago Partners Investment Group
Illinois
$770K
SSWM
441
Smith Salley Wealth Management
North Carolina
$770K
SC
442
Syon Capital
California
$768K
SAM
443
Strategy Asset Managers
California
$762K
NA
444
NewEdge Advisors
Louisiana
$760K
CCM
445
Coldstream Capital Management
Washington
$758K
MSA
446
MUFG Securities Americas
New York
$751K
PI
447
PineBridge Investments
New York
$750K
FAB
448
First American Bank
Illinois
$747K
CAM
449
Cresset Asset Management
Illinois
$746K
RBC
450
Romano Brothers & Co
Illinois
$734K