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Northern Trust

862 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 281 increasing their positions, 294 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$365M
Puts
$39.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
451
BBR Partners
New York
$723K
IC
452
Inscription Capital
Texas
$716K
PAG
453
Private Advisor Group
New Jersey
$709K
FCBT
454
First Citizens Bank & Trust
North Carolina
$706K
IWC
455
Integrated Wealth Concepts
Massachusetts
$702K
CL
456
Choreo LLC
Illinois
$702K
VI
457
Versor Investments
New York
$700K
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$673K
WPA
459
West Paces Advisors
Georgia
$673K
NSEDCP
460
NJ State Employees Deferred Compensation Plan
New Jersey
$673K
SG
461
Somerset Group
Minnesota
$673K
Nomura Holdings
462
Nomura Holdings
Japan
$664K
PAM
463
Palisade Asset Management
Minnesota
$658K
HW
464
Hancock Whitney
Mississippi
$655K
PAS
465
Park Avenue Securities
New York
$651K
SWA
466
ShankerValleau Wealth Advisors
Illinois
$648K
TSWM
467
Triangle Securities Wealth Management
North Carolina
$648K
Alyeska Investment Group
468
Alyeska Investment Group
Illinois
$647K
HWM
469
HB Wealth Management
Georgia
$638K
KF
470
Krilogy Financial
Missouri
$637K
BMC
471
Benin Management Corp
Connecticut
$633K
VCM
472
Vivaldi Capital Management
Illinois
$627K
PCA
473
Pallas Capital Advisors
Massachusetts
$626K
NA
474
Navellier & Associates
Nevada
$625K
Vontobel Holding
475
Vontobel Holding
Switzerland
$624K