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Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
551
Bayforest Capital
United Kingdom
$442K -$44K -306 -9%
WG
552
Welch Group
Alabama
$440K
PA
553
Pinnacle Associates
New York
$440K +$5.47K +38 +1%
FCCM
554
First City Capital Management
Georgia
$439K
TG
555
TCW Group
California
$439K +$21.7K +151 +5%
CWP
556
Cyndeo Wealth Partners
Florida
$439K
UPS
557
UHLMANN PRICE SECURITIES
Illinois
$437K +$4.17K +29 +0.9%
WA
558
Waverly Advisors
Alabama
$436K +$84.3K +586 +23%
GIA
559
Gateway Investment Advisers
Ohio
$431K +$444K +3,089 New
BCV
560
Banque Cantonale Vaudoise
Switzerland
$429K +$17.1K +119 +4%
OWA
561
One Wealth Advisors
California
$428K +$141K +980 +47%
DBIA
562
Dumont & Blake Investment Advisors
New Jersey
$428K -$2.59K -18 -0.6%
VT
563
Vise Technologies
New York
$424K
VWM
564
Venturi Wealth Management
Texas
$423K +$288 +2 +0.1%
HT
565
Heritage Trust
Oklahoma
$420K
CIA
566
Caerus Investment Advisors
Texas
$416K -$142K -990 -25%
ET
567
Equitable Trust
Tennessee
$416K +$6.19K +43 +1%
OL
568
Optas LLC
Texas
$416K -$1.15K -8 -0.3%
1C
569
111 Capital
France
$416K +$429K +2,981 New
GAG
570
GM Advisory Group
New York
$416K +$2.45K +17 +0.6%
CFO
571
Callan Family Office
Pennsylvania
$415K -$69.5K -483 -14%
EWA
572
EverSource Wealth Advisors
Alabama
$414K +$80.6K +560 +23%
BBA
573
Baader Bank Aktiengesellschaft
Germany
$408K +$421K +2,925 New
IFU
574
iSAM Funds (UK)
United Kingdom
$405K +$418K +2,905 New
TE
575
Tema ETFs
New York
$403K +$2.01K +14 +0.5%