NTRS icon

Northern Trust

827 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 256 increasing their positions, 288 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
11.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
139
Increased
256
Reduced
288
Closed
75
Calls
$305M
Puts
$257M
Net Calls
+$47.8M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SGAM
476
Smith Group Asset Management
Texas
$507K
BG
477
Bahl & Gaynor
Ohio
$507K
AWM
478
Apollon Wealth Management
South Carolina
$503K +$188K +1,483 +60%
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$498K -$75.9K -599 -13%
FA
480
Faithward Advisors
Pennsylvania
$496K -$1.01K -8 -0.2%
MYAM
481
Meiji Yasuda Asset Management
Japan
$490K -$313K -2,468 -39%
SAM
482
Shell Asset Management
Netherlands
$487K
OA
483
Oceanside Advisors
South Carolina
$482K
NP
484
NorthRock Partners
Minnesota
$476K +$39K +306 +9%
BMWM
485
Brown Miller Wealth Management
Virginia
$473K +$22.8K +180 +5%
NA
486
Navellier & Associates
Nevada
$470K -$4.56K -36 -1%
PWP
487
Perfromance Wealth Partners
Illinois
$470K +$120K +947 +34%
GAM
488
Gotham Asset Management
New York
$469K -$1.01K -8 -0.2%
OAM
489
Ostrum Asset Management
France
$461K -$13.2K -104 -3%
HAG
490
HighPoint Advisor Group
Illinois
$461K +$127 +1 +0%
CPBTD
491
Central Pacific Bank - Trust Division
Hawaii
$456K
MC
492
Moors & Cabot
Massachusetts
$455K +$3.8K +30 +0.8%
MG
493
Mather Group
Illinois
$448K +$13.4K +106 +3%
MFG
494
Merit Financial Group
Georgia
$447K +$145K +1,142 +48%
AI
495
Atria Investments
North Carolina
$446K +$105K +827 +31%
BFO
496
Boston Family Office
Massachusetts
$443K
IWM
497
IHT Wealth Management
Illinois
$433K +$7.1K +56 +2%
CIC
498
Carnegie Investment Counsel
Ohio
$432K
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$431K +$431K +3,401 New
ET
500
Equitable Trust
Tennessee
$428K +$32K +252 +8%