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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
XWL
451
XXI Wealth LLC
Illinois
$749K +$720K +5,486 New
CCM
452
Coldstream Capital Management
Washington
$744K -$24.3K -185 -3%
PCMF
453
Private Capital Management (Florida)
Florida
$738K +$709K +5,400 New
SAM
454
Strategy Asset Managers
California
$735K -$36.8K -280 -5%
BP
455
BBR Partners
New York
$731K -$2.36K -18 -0.3%
HAG
456
HighPoint Advisor Group
Illinois
$731K +$214K +1,632 +44%
RBC
457
Romano Brothers & Co
Illinois
$724K -$19.4K -148 -3%
NAM
458
NorthCrest Asset Manangement
Minnesota
$722K +$452K +3,441 +219%
PAG
459
Private Advisor Group
New Jersey
$721K +$1.31K +10 +0.2%
CL
460
Choreo LLC
Illinois
$717K -$2.76K -21 -0.4%
SG
461
Somerset Group
Minnesota
$713K
GC
462
Guggenheim Capital
Illinois
$713K -$104K -790 -13%
FCBT
463
First Citizens Bank & Trust
North Carolina
$709K -$6.96K -53 -1%
SAM
464
Securian Asset Management
Minnesota
$702K -$531K -4,044 -44%
Nomura Holdings
465
Nomura Holdings
Japan
$699K +$24.3K +185 +4%
Hotchkis & Wiley Capital Management
466
Hotchkis & Wiley Capital Management
California
$697K -$1.98M -15,100 -75%
PAS
467
Park Avenue Securities
New York
$692K +$29.8K +227 +5%
HW
468
Hancock Whitney
Mississippi
$685K +$20.2K +154 +3%
WPA
469
West Paces Advisors
Georgia
$684K +$1.05K +8 +0.2%
Jones Financial Companies
470
Jones Financial Companies
Missouri
$684K -$311K -2,367 -32%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$683K
FAB
472
First American Bank
Illinois
$682K -$73K -556 -10%
CPCPP
473
Canada Post Corporation Pension Plan
Canada
$659K +$134K +1,020 +27%
SWA
474
ShankerValleau Wealth Advisors
Illinois
$658K
JF
475
Jump Financial
Illinois
$658K +$361K +2,748 +133%