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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
BFS
476
Bradley Foster & Sargent
Connecticut
$621K
CCFCSB
477
Cape Cod Five Cents Savings Bank
Massachusetts
$619K
EPIM
478
Evelyn Partners Investment Management
$618K
CIC
479
Carnegie Investment Counsel
Ohio
$617K
PWS
480
Precision Wealth Strategies
Missouri
$613K
EGM
481
Engineers Gate Manager
New York
$599K
DILIC
482
Dai-ichi Life Insurance Company
Japan
$593K
RL
483
Retireful LLC
Michigan
$581K
GAM
484
Groupama Asset Management
France
$580K
AWM
485
Apollon Wealth Management
South Carolina
$578K
MFG
486
Merit Financial Group
Georgia
$577K
TWM
487
Trueblood Wealth Management
Ohio
$573K
LOPW
488
Live Oak Private Wealth
North Carolina
$573K
JWS
489
Juncture Wealth Strategies
Arizona
$567K
VI
490
Vestcor Inc
New Brunswick, Canada
$560K
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$556K
BC
492
Bridgefront Capital
Texas
$552K
PWP
493
Private Wealth Partners
California
$552K
CWA
494
Cura Wealth Advisors
Illinois
$552K
OF
495
Outfitter Financial
Maine
$538K
SGAM
496
Smith Group Asset Management
Texas
$538K
BG
497
Bahl & Gaynor
Ohio
$538K
LG
498
LaFleur & Godfrey
Michigan
$531K
BP
499
Ballentine Partners
Massachusetts
$529K
FA
500
Faithward Advisors
Pennsylvania
$527K