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Northern Trust

949 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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more capital invested

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

0.08% more ownership

Funds ownership: 83.21%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
949
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73.6M
Puts
$27.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
501
Carnegie Investment Counsel
Ohio
$615K
TCIIS
502
TIAA-CREF Individual & Institutional Services
New York
$614K
AWM
503
Apollon Wealth Management
South Carolina
$596K
LOPW
504
Live Oak Private Wealth
North Carolina
$594K
Balyasny Asset Management
505
Balyasny Asset Management
Illinois
$592K
EPW
506
Evolve Private Wealth
California
$587K
WA
507
Waddell & Associates
Tennessee
$581K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$577K
JWS
509
Juncture Wealth Strategies
Arizona
$575K
CWA
510
Cura Wealth Advisors
Illinois
$572K
GC
511
Guggenheim Capital
Illinois
$571K
HIP
512
HUB Investment Partners
Texas
$570K
PWP
513
Private Wealth Partners
California
$569K
OF
514
Outfitter Financial
Maine
$558K
SGAM
515
Smith Group Asset Management
Texas
$558K
CFA
516
CWS Financial Advisors
Michigan
$558K
BG
517
Bahl & Gaynor
Ohio
$558K
EWM
518
Empirical Wealth Management
Washington
$540K
OC
519
Oppenheimer & Co
New York
$537K
M1FG
520
Mach-1 Financial Group
Arkansas
$535K
OA
521
Oceanside Advisors
South Carolina
$531K
S
522
SignatureFD
Georgia
$525K
PWP
523
Perfromance Wealth Partners
Illinois
$525K
BP
524
Ballentine Partners
Massachusetts
$518K
MYAM
525
Meiji Yasuda Asset Management
Japan
$518K