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Northern Trust

774 hedge funds and large institutions have $16.4B invested in Northern Trust in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 273 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
10.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
85
Increased
273
Reduced
272
Closed
73
Calls
$27.6M
Puts
$27.7M
Net Calls
-$90K
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
MSA
501
MUFG Securities Americas
New York
$382K +$57.7K +585 +18%
CNBOF
502
City National Bank of Florida
Florida
$380K +$76.8K +779 +25%
SAM
503
Shell Asset Management
Netherlands
$379K -$15.6K -158 -4%
SCM
504
Stevens Capital Management
Pennsylvania
$378K -$109K -1,102 -22%
SW
505
Simplicity Wealth
New Jersey
$377K +$73.8K +748 +24%
OA
506
Oceanside Advisors
South Carolina
$375K
OAM
507
Ostrum Asset Management
France
$369K -$9.77K -99 -3%
TFS
508
Thoroughbred Financial Services
Tennessee
$368K +$368K +3,732 New
GAM
509
Gotham Asset Management
New York
$365K +$40.3K +409 +12%
IQI
510
Integrated Quantitative Investments
Washington
$365K +$365K +3,700 New
HWM
511
HB Wealth Management
Georgia
$364K +$69.4K +703 +24%
NA
512
Navellier & Associates
Nevada
$364K +$364K +3,743 New
CW
513
CreativeOne Wealth
Kansas
$363K +$120K +1,213 +49%
LG
514
LaFleur & Godfrey
Michigan
$359K +$359K +3,641 New
CPBTD
515
Central Pacific Bank - Trust Division
Hawaii
$355K
MC
516
Moors & Cabot
Massachusetts
$351K -$395 -4 -0.1%
BMWM
517
Brown Miller Wealth Management
Virginia
$351K +$351K +3,554 New
BFO
518
Boston Family Office
Massachusetts
$345K
HAG
519
HighPoint Advisor Group
Illinois
$342K -$24.5K -260 -7%
NP
520
NorthRock Partners
Minnesota
$340K -$2.68K -27 -0.8%
MG
521
Mather Group
Illinois
$338K +$58.4K +592 +21%
S
522
SignatureFD
Georgia
$335K +$4.44K +45 +1%
EPIM
523
Evelyn Partners Investment Management
$333K +$333K +565,957 New
IWM
524
IHT Wealth Management
Illinois
$332K +$26.1K +265 +9%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$332K -$15.1K -155 -4%