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Northern Trust

827 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 256 increasing their positions, 288 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
11.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
139
Increased
256
Reduced
288
Closed
75
Calls
$305M
Puts
$257M
Net Calls
+$47.8M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VSQM
451
V-Square Quantitative Management
Illinois
$617K +$380 +3 +0.1%
SWA
452
ShankerValleau Wealth Advisors
Illinois
$611K
IMCOOI
453
Investment Management Corp of Ontario (IMCO)
Canada
$608K -$101K -800 -14%
BFS
454
Bradley Foster & Sargent
Connecticut
$605K
Jones Financial Companies
455
Jones Financial Companies
Missouri
$602K +$177K +1,424 +42%
MSA
456
MUFG Securities Americas
New York
$591K +$101K +795 +21%
VCM
457
Vivaldi Capital Management
Illinois
$590K -$3.3K -26 -0.6%
Vontobel Holding
458
Vontobel Holding
Switzerland
$588K -$32K -252 -5%
PCA
459
Pallas Capital Advisors
Massachusetts
$588K -$250K -1,973 -30%
HW
460
Hancock Whitney
Mississippi
$586K +$57.1K +450 +11%
PAS
461
Park Avenue Securities
New York
$581K +$294K +2,317 +102%
CL
462
Choreo LLC
Illinois
$576K -$2.81K -22 -0.5%
FIM
463
Freedom Investment Management
Connecticut
$561K -$70.1K -553 -11%
DILIC
464
Dai-ichi Life Insurance Company
Japan
$559K
IC
465
IEQ Capital
California
$550K -$3.09M -24,347 -85%
PP
466
Prudential plc
United Kingdom
$550K
CWA
467
Cura Wealth Advisors
Illinois
$542K
LOPW
468
Live Oak Private Wealth
North Carolina
$540K
JWS
469
Juncture Wealth Strategies
Arizona
$534K
MCM
470
MAI Capital Management
Ohio
$532K +$24.2K +191 +5%
VI
471
Vestcor Inc
New Brunswick, Canada
$528K -$3.05K -24 -0.6%
HWM
472
HB Wealth Management
Georgia
$527K +$59.8K +472 +13%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$524K
PWP
474
Private Wealth Partners
California
$520K
OF
475
Outfitter Financial
Maine
$507K -$127K -1,000 -20%