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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 %
EPIM
501
Evelyn Partners Investment Management
$427K -$46.4M -560,797 -99%
S
502
SignatureFD
Georgia
$426K -$3.93K -31 -0.9%
CW
503
CreativeOne Wealth
Kansas
$425K -$41.8K -330 -9%
SC
504
Syon Capital
California
$425K +$425K +3,352 New
DBIA
505
Dumont & Blake Investment Advisors
New Jersey
$424K
SBFM
506
S-Bank Fund Management
Finland
$424K +$52K +410 +14%
SAW
507
Signal Advisors Wealth
Michigan
$417K +$417K +3,288 New
PA
508
Profund Advisors
Maryland
$409K -$84.2K -664 -17%
LCM
509
Liberty Capital Management
Michigan
$409K -$1.4K -11 -0.3%
BP
510
Ballentine Partners
Massachusetts
$407K -$192K -1,516 -32%
CFO
511
Callan Family Office
Pennsylvania
$407K +$407K +3,209 New
CPIG
512
Chicago Partners Investment Group
Illinois
$404K +$93.4K +752 +30%
MAS
513
Meeder Advisory Services
Ohio
$403K -$13.1K -103 -3%
WG
514
Welch Group
Alabama
$400K +$11K +87 +3%
FCCM
515
First City Capital Management
Georgia
$399K
CWP
516
Cyndeo Wealth Partners
Florida
$397K -$5.71K -45 -1%
CPCPP
517
Canada Post Corporation Pension Plan
Canada
$395K +$395K +3,112 New
UPS
518
UHLMANN PRICE SECURITIES
Illinois
$393K
OIA
519
OneDigital Investment Advisors
Kansas
$391K -$1.9K -15 -0.5%
CCMG
520
Clark Capital Management Group
Pennsylvania
$387K +$1.78K +14 +0.5%
HT
521
Heritage Trust
Oklahoma
$386K +$50.7K +400 +15%
Lido Advisors
522
Lido Advisors
California
$383K +$45.4K +356 +13%
HTIM
523
Harbour Trust & Investment Management
Indiana
$376K -$15.8K -125 -4%
GAG
524
GM Advisory Group
New York
$371K +$2.92K +23 +0.8%
MSWM
525
Mowery & Schoenfeld Wealth Management
Illinois
$370K