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Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 reducing their positions, and 62 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
$365M
Puts
$39.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
526
Liberty Capital Management
Michigan
$434K
HIP
527
HUB Investment Partners
Texas
$432K
WG
528
Welch Group
Alabama
$424K
FCCM
529
First City Capital Management
Georgia
$423K
CWP
530
Cyndeo Wealth Partners
Florida
$423K
CFO
531
Callan Family Office
Pennsylvania
$420K
UPS
532
UHLMANN PRICE SECURITIES
Illinois
$417K
AI
533
Atria Investments
North Carolina
$417K
CCMG
534
Clark Capital Management Group
Pennsylvania
$413K
HT
535
Heritage Trust
Oklahoma
$410K
CW
536
CreativeOne Wealth
Kansas
$408K
OIA
537
OneDigital Investment Advisors
Kansas
$400K
GAG
538
GM Advisory Group
New York
$396K
ET
539
Equitable Trust
Tennessee
$396K
HTIM
540
Harbour Trust & Investment Management
Indiana
$392K
TE
541
Tema ETFs
New York
$387K
Fayez Sarofim & Co
542
Fayez Sarofim & Co
Texas
$385K
CFA
543
CWS Financial Advisors
Michigan
$377K
QL
544
Quarry LP
New York
$375K
VWM
545
Venturi Wealth Management
Texas
$373K
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$369K
VCM
547
Voleon Capital Management
California
$367K
CCIA
548
Campbell & Co Investment Adviser
Maryland
$367K
SFI
549
Siemens Fonds Invest
Germany
$364K
LB
550
Legacy Bridge
Iowa
$363K