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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
PAM
476
Palisade Asset Management
Minnesota
$657K -$9.85K -75 -2%
PWS
477
Precision Wealth Strategies
Missouri
$651K +$28.2K +215 +5%
M1FG
478
Mach-1 Financial Group
Arkansas
$651K +$626K +4,765 New
VSQM
479
V-Square Quantitative Management
Illinois
$646K +$621K +4,732 New
KCP
480
Kera Capital Partners
California
$642K +$244K +1,855 +76%
TWM
481
Trueblood Wealth Management
Ohio
$640K +$55.9K +426 +10%
VCM
482
Vivaldi Capital Management
Illinois
$637K +$656 +5 +0.1%
Vontobel Holding
483
Vontobel Holding
Switzerland
$634K
DT
484
Diversified Trust
Tennessee
$629K +$604K +4,603 New
BFS
485
Bradley Foster & Sargent
Connecticut
$628K -$2.63K -20 -0.4%
EPIM
486
Evelyn Partners Investment Management
$627K
TSWM
487
Triangle Securities Wealth Management
North Carolina
$626K -$30.2K -230 -5%
CCFCSB
488
Cape Cod Five Cents Savings Bank
Massachusetts
$619K
FC
489
Farringdon Capital
United Kingdom
$614K +$591K +4,498 New
AWP
490
Abacus Wealth Partners
California
$611K +$587K +4,472 New
DILIC
491
Dai-ichi Life Insurance Company
Japan
$602K
CIC
492
Carnegie Investment Counsel
Ohio
$602K -$23.6K -180 -4%
AWM
493
Apollon Wealth Management
South Carolina
$598K +$10.6K +81 +2%
AG
494
Algert Global
California
$587K +$565K +4,300 New
GCM
495
Graham Capital Management
Connecticut
$582K -$2.91M -22,191 -84%
OC
496
Oppenheimer & Co
New York
$582K -$150K -1,139 -21%
LOPW
497
Live Oak Private Wealth
North Carolina
$581K
JWS
498
Juncture Wealth Strategies
Arizona
$575K
VI
499
Vestcor Inc
New Brunswick, Canada
$568K
LG
500
LaFleur & Godfrey
Michigan
$568K +$27.6K +210 +5%