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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
NAMI
501
Nomura Asset Management International
Pennsylvania
$565K +$544K +4,140 New
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$565K
PWP
503
Private Wealth Partners
California
$560K
CWA
504
Cura Wealth Advisors
Illinois
$560K
OF
505
Outfitter Financial
Maine
$546K
SGAM
506
Smith Group Asset Management
Texas
$546K
BG
507
Bahl & Gaynor
Ohio
$546K
CIA
508
Caerus Investment Advisors
Texas
$543K +$522K +3,974 New
CFA
509
CWS Financial Advisors
Michigan
$535K +$147K +1,120 +40%
GAM
510
Groupama Asset Management
France
$533K -$53.3K -406 -9%
EPW
511
Evolve Private Wealth
California
$532K +$508K +3,872 New
BC
512
Bridgefront Capital
Texas
$531K -$28.6K -218 -5%
MCM
513
MAI Capital Management
Ohio
$525K +$263 +2 +0.1%
OA
514
Oceanside Advisors
South Carolina
$519K
MYAM
515
Meiji Yasuda Asset Management
Japan
$519K -$10.5K -80 -2%
FA
516
Faithward Advisors
Pennsylvania
$515K -$19.3K -147 -4%
PWP
517
Perfromance Wealth Partners
Illinois
$506K
BP
518
Ballentine Partners
Massachusetts
$501K -$34.4K -262 -7%
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$494K -$1.42M -10,805 -75%
CPBTD
520
Central Pacific Bank - Trust Division
Hawaii
$492K
BMWM
521
Brown Miller Wealth Management
Virginia
$488K -$21.1K -161 -4%
MG
522
Mather Group
Illinois
$486K -$2.23K -17 -0.5%
MC
523
Moors & Cabot
Massachusetts
$486K
S
524
SignatureFD
Georgia
$485K +$12.2K +93 +3%
GAM
525
Gotham Asset Management
New York
$481K -$21.4K -163 -4%