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Northern Trust

783 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

17% more capital invested

Capital invested by funds: $15.1B → $17.8B (+$2.63B)

8% more funds holding

Funds holding: 723783 (+60)

8% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $33.6M

0.87% more ownership

Funds ownership: 83.47%84.34% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 270

Holders
783
Holders Change
+60
Holders Change %
+8.3%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
125
Increased
251
Reduced
270
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
451
Somerset Group
Minnesota
$513K
NA
452
NewEdge Advisors
Louisiana
$509K -$47.8K -468 -9%
SCM
453
Stevens Capital Management
Pennsylvania
$506K +$504K +4,932 New
1C
454
111 Capital
France
$503K +$502K +4,910 New
Capstone Investment Advisors
455
Capstone Investment Advisors
New York
$497K +$320K +3,129 +182%
SWA
456
ShankerValleau Wealth Advisors
Illinois
$494K
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$492K +$203K +1,985 +33%
BFS
458
Bradley Foster & Sargent
Connecticut
$489K +$11.7K +114 +2%
UH
459
Unigestion Holding
Switzerland
$472K +$470K +4,600 New
CL
460
Choreo LLC
Illinois
$471K -$65.3K -639 -12%
EPIM
461
Evelyn Partners Investment Management
$470K +$469K +4,590 New
FCCM
462
First City Capital Management
Georgia
$468K
VCA
463
Verdence Capital Advisors
Maryland
$466K +$465K +4,546 New
T
464
TOBAM
France
$465K +$46.4K +454 +11%
VSQM
465
V-Square Quantitative Management
Illinois
$464K -$19.5K -191 -4%
SG Americas Securities
466
SG Americas Securities
New York
$463K -$378K -3,698 -45%
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$450K +$410K +4,009 New
PP
468
Prudential plc
United Kingdom
$445K -$1.72M -16,851 -80%
CWA
469
Cura Wealth Advisors
Illinois
$438K +$437K +4,275 New
GI
470
GAMMA Investing
California
$437K +$69.2K +677 +19%
FGP
471
Freestone Grove Partners
California
$437K +$436K +4,262 New
LOPW
472
Live Oak Private Wealth
North Carolina
$436K
JWS
473
Juncture Wealth Strategies
Arizona
$432K +$10.2K +100 +2%
HAG
474
HighPoint Advisor Group
Illinois
$430K -$51.6K -505 -11%
VF
475
Virtu Financial
New York
$425K -$334K -3,265 -44%

NTRS Hedge Fund Activity: Q4 2024 in Review

783 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2024, worth a combined $17.8B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NTRS positions and 51 closed out — a net gain of 74 holders — while 251 added to existing stakes and 270 trimmed.

The largest buyer was KBC Group, adding an estimated $65.9M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 783 institutional investors held Northern Trust (NTRS) as of Q4 2024, up from 723 in Q3 2024.
  • Funds reported $17.8B of Northern Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 125 funds opened new Northern Trust positions in Q4 2024 and 51 closed out, a net change of +74 holders.
  • The largest Northern Trust buyer in Q4 2024 was KBC Group, an estimated $65.9M added.
  • The largest Northern Trust seller in Q4 2024 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.