NTRS icon

Northern Trust

675 hedge funds and large institutions have $14.8B invested in Northern Trust in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 240 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
9.79%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
240
Reduced
230
Closed
60
Calls
$84.2M
Puts
$41.9M
Net Calls
+$42.4M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
451
Ellevest Inc
New York
$369K -$14.9K -168 -4%
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$368K
PWP
453
Private Wealth Partners
California
$365K -$178K -2,000 -33%
BFO
454
Boston Family Office
Massachusetts
$364K -$75.5K -850 -17%
SSA
455
Sierra Summit Advisors
Nevada
$363K +$30.8K +346 +9%
BFG
456
Beacon Financial Group
Texas
$362K -$49.8K -560 -12%
WI
457
Wintrust Investments
Illinois
$361K -$42.9K -483 -11%
FA
458
Faithward Advisors
Pennsylvania
$360K +$360K +4,047 New
Verition Fund Management
459
Verition Fund Management
Connecticut
$357K -$830K -9,335 -70%
MML Investors Services
460
MML Investors Services
Massachusetts
$353K +$353K +3,969 New
Lido Advisors
461
Lido Advisors
California
$350K -$306K -3,417 -47%
DEA
462
DoubleLine ETF Adviser
Florida
$345K +$34.2K +385 +11%
9WM
463
9258 Wealth Management
Ohio
$345K -$11.9K -134 -3%
SAM
464
Shell Asset Management
Netherlands
$343K -$25.1K -299 -7%
HT
465
Heritage Trust
Oklahoma
$342K
AIA
466
Alera Investment Advisors
Illinois
$336K -$11.9K -134 -3%
BP
467
Ballentine Partners
Massachusetts
$335K +$48.6K +546 +17%
FNA
468
First National Advisers
Nebraska
$335K +$335K +3,763 New
MG
469
Meritage Group
California
$327K +$31.7K +356 +11%
AMG
470
Advisors Management Group
Wisconsin
$325K
Fayez Sarofim & Co
471
Fayez Sarofim & Co
Texas
$321K
LWAM
472
Legacy Wealth Asset Management
Minnesota
$320K +$267 +3 +0.1%
NP
473
NorthRock Partners
Minnesota
$315K +$315K +3,522 New
OA
474
Oceanside Advisors
South Carolina
$311K
FIM
475
Freedom Investment Management
Connecticut
$311K +$311K +3,498 New