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Northern Trust

900 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 283 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.18% less ownership

Funds ownership: 83.33%83.15% (-0.18%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$42.5M)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 322

Holders
900
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.5M
Puts
$19.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
476
Kera Capital Partners
California
$642K
TWM
477
Trueblood Wealth Management
Ohio
$640K
VCM
478
Vivaldi Capital Management
Illinois
$637K
Vontobel Holding
479
Vontobel Holding
Switzerland
$634K
DT
480
Diversified Trust
Tennessee
$629K
BFS
481
Bradley Foster & Sargent
Connecticut
$628K
EPIM
482
Evelyn Partners Investment Management
$627K
TSWM
483
Triangle Securities Wealth Management
North Carolina
$626K
CCFCSB
484
Cape Cod Five Cents Savings Bank
Massachusetts
$619K
FC
485
Farringdon Capital
United Kingdom
$614K
AWP
486
Abacus Wealth Partners
California
$611K
DILIC
487
Dai-ichi Life Insurance Company
Japan
$602K
CIC
488
Carnegie Investment Counsel
Ohio
$602K
AWM
489
Apollon Wealth Management
South Carolina
$598K
AG
490
Algert Global
California
$587K
GCM
491
Graham Capital Management
Connecticut
$582K
OC
492
Oppenheimer & Co
New York
$582K
LOPW
493
Live Oak Private Wealth
North Carolina
$581K
JWS
494
Juncture Wealth Strategies
Arizona
$575K
VI
495
Vestcor Inc
New Brunswick, Canada
$568K
LG
496
LaFleur & Godfrey
Michigan
$568K
NAMI
497
Nomura Asset Management International
Pennsylvania
$565K
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$565K
PWP
499
Private Wealth Partners
California
$560K
CWA
500
Cura Wealth Advisors
Illinois
$560K