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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
426
Versor Investments
New York
$874K +$158K +1,202 +23%
CIM
427
Contravisory Investment Management
Massachusetts
$872K -$34.7K -264 -4%
KF
428
Krilogy Financial
Missouri
$871K +$112K +851 +17%
Bessemer Group
429
Bessemer Group
New Jersey
$870K -$108K -819 -11%
FFM
430
Forum Financial Management
Illinois
$855K +$131 +1 +0%
HWM
431
HB Wealth Management
Georgia
$855K +$199K +1,519 +32%
IC
432
Inscription Capital
Texas
$840K +$110K +837 +16%
MK
433
MASTERINVEST Kapitalanlage
$828K
CAM
434
Cresset Asset Management
Illinois
$828K +$68K +518 +9%
MGP
435
Metis Global Partners
California
$825K -$514K -3,918 -39%
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$825K -$6.96K -53 -0.9%
PCM
437
Permanent Capital Management
Illinois
$824K +$1.05K +8 +0.1%
SIM
438
Studio Investment Management
Illinois
$822K -$19.7K -150 -2%
QIM
439
Quantitative Investment Management
Virginia
$817K +$786K +5,988 New
CG
440
CFO4Life Group
Texas
$815K -$37.4K -285 -5%
T
441
TOBAM
France
$813K -$353K -2,688 -31%
UB
442
UMB Bank
Missouri
$810K +$7.48K +57 +1%
VC
443
Vestor Capital
Illinois
$792K -$392K -2,985 -52%
FPAS
444
Focus Partners Advisor Solutions
Missouri
$780K +$284K +2,160 +61%
SFI
445
Siemens Fonds Invest
Germany
$773K +$380K +2,892 +107%
SSWM
446
Smith Salley Wealth Management
North Carolina
$771K -$9.45K -72 -1%
VA
447
Vident Advisory
Georgia
$768K -$42.1K -321 -5%
RMDI
448
R.M. Davis Inc
Maine
$763K +$26.9K +205 +4%
MSA
449
MUFG Securities Americas
New York
$756K -$6.17K -47 -0.8%
P
450
PensionDanmark
Denmark
$755K +$726K +5,530 New