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Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
SAG
551
SageView Advisory Group
California
$361K
DS
552
DRW Securities
Illinois
$357K
VFA
553
Valeo Financial Advisors
Indiana
$354K
RGC
554
Roberts, Glore & Co
Illinois
$353K
QC
555
Quent Capital
New York
$353K
CA
556
Clearstead Advisors
Ohio
$348K
DC
557
Diametric Capital
Massachusetts
$348K
CFG
558
Cooper Financial Group
California
$342K
FA
559
Fiducient Advisors
Illinois
$339K
BFG
560
Beacon Financial Group
Texas
$337K
BJL
561
Brighton Jones LLC
Washington
$335K
KFSC
562
Keystone Financial Services (Colorado)
Colorado
$332K
MPI
563
Mairs & Power Inc
Minnesota
$328K
KCP
564
Kera Capital Partners
California
$328K
Janney Montgomery Scott
565
Janney Montgomery Scott
Pennsylvania
$327K
PFM
566
Patton Fund Management
Texas
$324K
MAS
567
Meeder Advisory Services
Ohio
$322K
MSWM
568
Mowery & Schoenfeld Wealth Management
Illinois
$321K
WF
569
Welch & Forbes
Massachusetts
$320K
BCV
570
Banque Cantonale Vaudoise
Switzerland
$313K
TAM
571
Trust Asset Management
Texas
$311K
SDIC
572
South Dakota Investment Council
South Dakota
$310K
FBB
573
Fulton Breakefield Broenniman
Maryland
$310K
WCA
574
Westover Capital Advisors
Delaware
$306K
MIM
575
Morningstar Investment Management
Illinois
$303K