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Northern Trust

868 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 283 increasing their positions, 297 reducing their positions, and 61 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.91%83.34% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
868
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
ONB
526
Old National Bancorp
Indiana
$457K
PA
527
Profund Advisors
Maryland
$457K
VA
528
VestGen Advisors
Illinois
$452K
DBIA
529
Dumont & Blake Investment Advisors
New Jersey
$449K
IWM
530
IHT Wealth Management
Illinois
$445K
CFM
531
Catalyst Funds Management
Australia
$444K
SBFM
532
S-Bank Fund Management
Finland
$444K
Lido Advisors
533
Lido Advisors
California
$444K
LCM
534
Liberty Capital Management
Michigan
$434K
HIP
535
HUB Investment Partners
Texas
$432K
WG
536
Welch Group
Alabama
$424K
FCCM
537
First City Capital Management
Georgia
$423K
CWP
538
Cyndeo Wealth Partners
Florida
$423K
CFO
539
Callan Family Office
Pennsylvania
$420K
UPS
540
UHLMANN PRICE SECURITIES
Illinois
$417K
AI
541
Atria Investments
North Carolina
$417K
CCMG
542
Clark Capital Management Group
Pennsylvania
$413K
HT
543
Heritage Trust
Oklahoma
$410K
CW
544
CreativeOne Wealth
Kansas
$408K
OIA
545
OneDigital Investment Advisors
Kansas
$400K
GAG
546
GM Advisory Group
New York
$396K
ET
547
Equitable Trust
Tennessee
$396K
HTIM
548
Harbour Trust & Investment Management
Indiana
$392K
TE
549
Tema ETFs
New York
$387K
Fayez Sarofim & Co
550
Fayez Sarofim & Co
Texas
$385K