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Northern Trust

942 hedge funds and large institutions have $21.5B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 338 increasing their positions, 292 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 → $21.5B (+$50.1M)

0.01% more ownership

Funds ownership: 83.21%83.23% (+0.01%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
942
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
LOPW
501
Live Oak Private Wealth
North Carolina
$594K
Balyasny Asset Management
502
Balyasny Asset Management
Illinois
$592K
EPW
503
Evolve Private Wealth
California
$587K
WA
504
Waddell & Associates
Tennessee
$581K
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$577K
JWS
506
Juncture Wealth Strategies
Arizona
$575K
CWA
507
Cura Wealth Advisors
Illinois
$572K
GC
508
Guggenheim Capital
Illinois
$571K
HIP
509
HUB Investment Partners
Texas
$570K
PWP
510
Private Wealth Partners
California
$569K
OF
511
Outfitter Financial
Maine
$558K
SGAM
512
Smith Group Asset Management
Texas
$558K
CFA
513
CWS Financial Advisors
Michigan
$558K
BG
514
Bahl & Gaynor
Ohio
$558K
EWM
515
Empirical Wealth Management
Washington
$540K
OC
516
Oppenheimer & Co
New York
$537K
M1FG
517
Mach-1 Financial Group
Arkansas
$535K
OA
518
Oceanside Advisors
South Carolina
$531K
S
519
SignatureFD
Georgia
$525K
PWP
520
Perfromance Wealth Partners
Illinois
$525K
BP
521
Ballentine Partners
Massachusetts
$518K
MYAM
522
Meiji Yasuda Asset Management
Japan
$518K
FC
523
Farringdon Capital
United Kingdom
$518K
FMI
524
Frec Markets Inc
California
$516K
MC
525
Moors & Cabot
Massachusetts
$509K