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Northern Trust

862 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, 281 increasing their positions, 294 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
VA
526
VestGen Advisors
Illinois
$452K
DBIA
527
Dumont & Blake Investment Advisors
New Jersey
$449K
IWM
528
IHT Wealth Management
Illinois
$445K
CFM
529
Catalyst Funds Management
Australia
$444K
SBFM
530
S-Bank Fund Management
Finland
$444K
Lido Advisors
531
Lido Advisors
California
$444K
LCM
532
Liberty Capital Management
Michigan
$434K
HIP
533
HUB Investment Partners
Texas
$432K
WG
534
Welch Group
Alabama
$424K
FCCM
535
First City Capital Management
Georgia
$423K
CWP
536
Cyndeo Wealth Partners
Florida
$423K
CFO
537
Callan Family Office
Pennsylvania
$420K
UPS
538
UHLMANN PRICE SECURITIES
Illinois
$417K
AI
539
Atria Investments
North Carolina
$417K
CCMG
540
Clark Capital Management Group
Pennsylvania
$413K
HT
541
Heritage Trust
Oklahoma
$410K
CW
542
CreativeOne Wealth
Kansas
$408K
OIA
543
OneDigital Investment Advisors
Kansas
$400K
GAG
544
GM Advisory Group
New York
$396K
ET
545
Equitable Trust
Tennessee
$396K
HTIM
546
Harbour Trust & Investment Management
Indiana
$392K
TE
547
Tema ETFs
New York
$387K
Fayez Sarofim & Co
548
Fayez Sarofim & Co
Texas
$385K
CFA
549
CWS Financial Advisors
Michigan
$377K
QL
550
Quarry LP
New York
$375K