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Northern Trust

833 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 258 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7% more funds holding

Funds holding: 776833 (+57)

0.75% more ownership

Funds ownership: 85.09%85.84% (+0.75%)

11% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 289

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$305M
Puts
$257M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
451
Somerset Group
Minnesota
$634K
TSWM
452
Triangle Securities Wealth Management
North Carolina
$631K
PAM
453
Palisade Asset Management
Minnesota
$620K
CCFCSB
454
Cape Cod Five Cents Savings Bank
Massachusetts
$619K
VSQM
455
V-Square Quantitative Management
Illinois
$617K
SWA
456
ShankerValleau Wealth Advisors
Illinois
$611K
IMCOOI
457
Investment Management Corp of Ontario (IMCO)
Canada
$608K
BFS
458
Bradley Foster & Sargent
Connecticut
$605K
Jones Financial Companies
459
Jones Financial Companies
Missouri
$602K
MSA
460
MUFG Securities Americas
New York
$591K
VCM
461
Vivaldi Capital Management
Illinois
$590K
Vontobel Holding
462
Vontobel Holding
Switzerland
$588K
PCA
463
Pallas Capital Advisors
Massachusetts
$588K
HW
464
Hancock Whitney
Mississippi
$586K
EPIM
465
Evelyn Partners Investment Management
$582K
PAS
466
Park Avenue Securities
New York
$581K
CL
467
Choreo LLC
Illinois
$576K
FIM
468
Freedom Investment Management
Connecticut
$561K
DILIC
469
Dai-ichi Life Insurance Company
Japan
$559K
IC
470
IEQ Capital
California
$550K
PP
471
Prudential plc
United Kingdom
$550K
CWA
472
Cura Wealth Advisors
Illinois
$542K
LOPW
473
Live Oak Private Wealth
North Carolina
$540K
JWS
474
Juncture Wealth Strategies
Arizona
$534K
MCM
475
MAI Capital Management
Ohio
$532K