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Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
EGM
476
Engineers Gate Manager
New York
$599K
DILIC
477
Dai-ichi Life Insurance Company
Japan
$593K
RL
478
Retireful LLC
Michigan
$581K
AWM
479
Apollon Wealth Management
South Carolina
$578K
MFG
480
Merit Financial Group
Georgia
$577K
TWM
481
Trueblood Wealth Management
Ohio
$573K
LOPW
482
Live Oak Private Wealth
North Carolina
$573K
JWS
483
Juncture Wealth Strategies
Arizona
$567K
VI
484
Vestcor Inc
New Brunswick, Canada
$560K
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$556K
BC
486
Bridgefront Capital
Texas
$552K
PWP
487
Private Wealth Partners
California
$552K
CWA
488
Cura Wealth Advisors
Illinois
$552K
OF
489
Outfitter Financial
Maine
$538K
SGAM
490
Smith Group Asset Management
Texas
$538K
BG
491
Bahl & Gaynor
Ohio
$538K
LG
492
LaFleur & Godfrey
Michigan
$531K
BP
493
Ballentine Partners
Massachusetts
$529K
FA
494
Faithward Advisors
Pennsylvania
$527K
MYAM
495
Meiji Yasuda Asset Management
Japan
$522K
MCM
496
MAI Capital Management
Ohio
$517K
PGFC
497
Peapack-Gladstone Financial Corp
New Jersey
$517K
NP
498
NorthRock Partners
Minnesota
$513K
OA
499
Oceanside Advisors
South Carolina
$512K
CPCPP
500
Canada Post Corporation Pension Plan
Canada
$509K