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Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
451
Studio Investment Management
Illinois
$822K -$18.8K -131 -2%
CG
452
CFO4Life Group
Texas
$810K -$23.5K -163 -3%
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$810K -$273K -1,900 -25%
SG
454
Somerset Group
Minnesota
$796K
MR
455
Munich Reinsurance
$792K +$817K +5,676 New
SSWM
456
Smith Salley Wealth Management
North Carolina
$788K
MCM
457
Monarch Capital Management
Indiana
$787K -$113K -784 -12%
MSA
458
MUFG Securities Americas
New York
$782K +$9.64K +67 +1%
CCM
459
Coldstream Capital Management
Washington
$780K +$21K +146 +3%
SFI
460
Siemens Fonds Invest
Germany
$779K -$1.44K -10 -0.2%
RMDI
461
R.M. Davis Inc
Maine
$778K -$5.47K -38 -0.7%
P
462
PensionDanmark
Denmark
$772K
XT
463
XTX Topco
Cayman Islands
$768K -$2.1M -14,565 -73%
NDSIB
464
North Dakota State Investment Board
North Dakota
$758K -$156K -1,085 -17%
PCMF
465
Private Capital Management (Florida)
Florida
$754K
UB
466
UMB Bank
Missouri
$751K -$78.8K -548 -9%
BAAM
467
Baker Avenue Asset Management
California
$747K +$354K +2,460 +85%
BP
468
BBR Partners
New York
$747K
MGP
469
Metis Global Partners
California
$745K -$101K -702 -12%
XWL
470
XXI Wealth LLC
Illinois
$744K -$22.7K -158 -3%
RBC
471
Romano Brothers & Co
Illinois
$740K
NAM
472
NorthCrest Asset Manangement
Minnesota
$738K +$25.5K +177 +4%
AAP
473
Arax Advisory Partners
Colorado
$734K +$378K +2,627 +100%
PAG
474
Private Advisor Group
New Jersey
$727K -$10.4K -72 -1%
FCBT
475
First Citizens Bank & Trust
North Carolina
$725K +$719 +5 +0.1%