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Northern Trust
NTRS

Overview Fund Activity

773 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 248 increasing their positions, 267 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+58
Holders Change %
+8.11%
% of All Funds
10.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
123
Increased
248
Reduced
267
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M

Top Buyers

1
KBC Group
KBC Group
Belgium
$98.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$153M
3
Cerity Partners
Cerity Partners
New York
$56.9M
4
State Street
State Street
Massachusetts
$947M
5
ECM
ExodusPoint Capital Management
New York
$42.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$304M
2
American Century Companies
American Century Companies
Missouri
$307M
3
NI
Nuance Investments
Missouri
$94.9M
4
FMI
Fiduciary Management Inc
Wisconsin
$0
5
BlackRock
BlackRock
New York
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
526
Two Sigma Securities
New York
$305K -$483K -4,710 -61%
FC
527
Farringdon Capital
United Kingdom
$304K +$304K +2,962 New
QCM
528
QRG Capital Management
Illinois
$299K +$299K +2,919 New
HTC
529
Haverford Trust Company
Pennsylvania
$298K – – –
GAG
530
GM Advisory Group
New York
$298K +$298K +2,903 New
Fayez Sarofim & Co
531
Fayez Sarofim & Co
Texas
$293K -$76.9K -750 -21%
AG
532
Ascent Group
Virginia
$292K +$292K +2,849 New
MG
533
Mather Group
Illinois
$291K -$26.8K -261 -8%
MFG
534
Merit Financial Group
Georgia
$289K +$289K +2,823 New
HI
535
Horizon Investments
North Carolina
$283K +$2.36K +23 +0.8%
PWP
536
Perfromance Wealth Partners
Illinois
$282K -$8.71K -85 -3%
FMLI
537
Fukoku Mutual Life Insurance
Japan
$282K – – –
LB
538
Legacy Bridge
Iowa
$277K – – –
FIM
539
Freedom Investment Management
Connecticut
$276K +$276K +2,692 New
MSWM
540
Mowery & Schoenfeld Wealth Management
Illinois
$274K +$2.05K +20 +0.8%
KCM
541
Kathmere Capital Management
Pennsylvania
$273K +$273K +2,664 New
TCM
542
Twin Capital Management
Pennsylvania
$272K +$272K +2,650 New
CTC
543
Central Trust Company
Missouri
$269K -$820 -8 -0.3%
IIC
544
Ironwood Investment Counsel
Arizona
$265K -$92.3K -900 -26%
SF
545
Synovus Financial
Georgia
$262K +$1.64K +16 +0.6%
DS
546
DRW Securities
Illinois
$261K +$261K +2,549 New
SAG
547
SageView Advisory Group
California
$260K +$3.08K +30 +1%
WSFS
548
Wilmington Savings Fund Society
Delaware
$260K – – –
LC
549
Lincoln Capital
Nebraska
$260K -$48K -468 -16%
FA
550
Fiducient Advisors
Illinois
$258K -$6.9M -66,808 -96%
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