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Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
501
Dai-ichi Life Insurance Company
Japan
$615K
CIC
502
Carnegie Investment Counsel
Ohio
$615K
TCIIS
503
TIAA-CREF Individual & Institutional Services
New York
$614K +$633K +4,399 New
AWM
504
Apollon Wealth Management
South Carolina
$596K -$15.8K -110 -3%
LOPW
505
Live Oak Private Wealth
North Carolina
$594K
Balyasny Asset Management
506
Balyasny Asset Management
Illinois
$592K -$18.4M -127,939 -97%
EPW
507
Evolve Private Wealth
California
$587K +$48.1K +334 +9%
WA
508
Waddell & Associates
Tennessee
$581K +$279K +1,937 +87%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$577K
JWS
510
Juncture Wealth Strategies
Arizona
$575K -$13.2K -92 -2%
CWA
511
Cura Wealth Advisors
Illinois
$572K
GC
512
Guggenheim Capital
Illinois
$571K -$162K -1,128 -22%
HIP
513
HUB Investment Partners
Texas
$570K +$85.5K +594 +17%
PWP
514
Private Wealth Partners
California
$569K -$3.6K -25 -0.6%
OF
515
Outfitter Financial
Maine
$558K
SGAM
516
Smith Group Asset Management
Texas
$558K
CFA
517
CWS Financial Advisors
Michigan
$558K +$11.1K +77 +2%
BG
518
Bahl & Gaynor
Ohio
$558K
EWM
519
Empirical Wealth Management
Washington
$540K +$221K +1,539 +66%
OC
520
Oppenheimer & Co
New York
$537K -$59.9K -416 -10%
M1FG
521
Mach-1 Financial Group
Arkansas
$535K -$134K -932 -20%
OA
522
Oceanside Advisors
South Carolina
$531K
S
523
SignatureFD
Georgia
$525K +$30.4K +211 +6%
PWP
524
Perfromance Wealth Partners
Illinois
$525K +$7.63K +53 +1%
BP
525
Ballentine Partners
Massachusetts
$518K +$6.47K +45 +1%