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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
526
Boston Family Office
Massachusetts
$478K
HIP
527
HUB Investment Partners
Texas
$477K +$36.8K +280 +9%
DS
528
DRW Securities
Illinois
$475K +$108K +826 +31%
BC
529
Bayforest Capital
United Kingdom
$474K +$377K +2,871 +479%
CFO
530
Callan Family Office
Pennsylvania
$472K +$43.9K +334 +11%
NA
531
Navellier & Associates
Nevada
$472K -$157K -1,193 -26%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$463K -$59.6K -454 -12%
Lido Advisors
533
Lido Advisors
California
$463K +$18.1K +138 +4%
IWM
534
IHT Wealth Management
Illinois
$456K +$4.2K +32 +1%
LCM
535
Liberty Capital Management
Michigan
$440K
IWC
536
Integrated Wealth Concepts
Massachusetts
$433K -$269K -2,047 -39%
WG
537
Welch Group
Alabama
$431K
FCCM
538
First City Capital Management
Georgia
$430K
CWP
539
Cyndeo Wealth Partners
Florida
$429K
PA
540
Pinnacle Associates
New York
$425K +$409K +3,112 New
VT
541
Vise Technologies
New York
$424K +$186K +1,418 +84%
UPS
542
UHLMANN PRICE SECURITIES
Illinois
$423K
DBIA
543
Dumont & Blake Investment Advisors
New Jersey
$421K -$33.1K -252 -8%
OIA
544
OneDigital Investment Advisors
Kansas
$420K +$13.7K +104 +3%
CCMG
545
Clark Capital Management Group
Pennsylvania
$419K
SCP
546
Sivia Capital Partners
California
$418K +$402K +3,058 New
VWM
547
Venturi Wealth Management
Texas
$414K +$33.9K +258 +9%
HT
548
Heritage Trust
Oklahoma
$411K -$4.86K -37 -1%
TG
549
TCW Group
California
$409K +$393K +2,992 New
OL
550
Optas LLC
Texas
$409K +$105K +800 +37%