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Northern Trust

862 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, 280 increasing their positions, 295 reducing their positions, and 62 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: 280 | Existing positions reduced: 295

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
CG
426
CFO4Life Group
Texas
$841K
FRM
427
Fox Run Management
Connecticut
$841K
SIM
428
Studio Investment Management
Illinois
$831K
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$820K
PCM
430
Permanent Capital Management
Illinois
$811K
GC
431
Guggenheim Capital
Illinois
$809K
MK
432
MASTERINVEST Kapitalanlage
$807K
VA
433
Vident Advisory
Georgia
$800K
P
434
&Partners
Tennessee
$799K
UB
435
UMB Bank
Missouri
$790K
RIL
436
Rothschild Investment LLC
Illinois
$788K
CWM
437
Compass Wealth Management
Connecticut
$785K
VC
438
Vestor Capital
Illinois
$780K
CPIG
439
Chicago Partners Investment Group
Illinois
$770K
SSWM
440
Smith Salley Wealth Management
North Carolina
$770K
SC
441
Syon Capital
California
$768K
SAM
442
Strategy Asset Managers
California
$762K
NA
443
NewEdge Advisors
Louisiana
$760K
CCM
444
Coldstream Capital Management
Washington
$758K
MSA
445
MUFG Securities Americas
New York
$751K
PI
446
PineBridge Investments
New York
$750K
FAB
447
First American Bank
Illinois
$747K
RBC
448
Romano Brothers & Co
Illinois
$734K
OC
449
Oppenheimer & Co
New York
$727K
RMDI
450
R.M. Davis Inc
Maine
$724K