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Northern Trust

783 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

17% more capital invested

Capital invested by funds: $15.1B → $17.8B (+$2.63B)

8% more funds holding

Funds holding: 723783 (+60)

8% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $33.6M

0.87% more ownership

Funds ownership: 83.47%84.34% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 270

Holders
783
Holders Change
+60
Holders Change %
+8.3%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
125
Increased
251
Reduced
270
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
551
DRW Securities
Illinois
$261K +$261K +2,549 New
SAG
552
SageView Advisory Group
California
$260K +$3.07K +30 +1%
WSFS
553
Wilmington Savings Fund Society
Delaware
$260K
LC
554
Lincoln Capital
Nebraska
$260K -$47.8K -468 -16%
FA
555
Fiducient Advisors
Illinois
$258K -$6.83M -66,808 -96%
NRS
556
Neville Rodie & Shaw
New York
$256K +$256K +2,500 New
BP
557
Ballentine Partners
Massachusetts
$255K +$10.7K +105 +4%
KFSC
558
Keystone Financial Services (Colorado)
Colorado
$254K +$7.05K +69 +3%
CFG
559
Cooper Financial Group
California
$254K +$14.2K +139 +6%
Lido Advisors
560
Lido Advisors
California
$254K -$12.7K -124 -5%
CW
561
CreativeOne Wealth
Kansas
$253K -$2.76K -27 -1%
PCM
562
Prelude Capital Management
New York
$251K +$250K +2,449 New
AMG
563
Advisors Management Group
Wisconsin
$250K
DFCM
564
Dark Forest Capital Management
Puerto Rico
$249K -$990K -9,682 -80%
AWM
565
Apollon Wealth Management
South Carolina
$248K -$4.09K -40 -2%
TAM
566
Trust Asset Management
Texas
$248K
WF
567
Welch & Forbes
Massachusetts
$244K -$38.3K -375 -14%
AIP
568
Ameritas Investment Partners
Nebraska
$242K -$11.2K -110 -4%
CA
569
Clearstead Advisors
Ohio
$241K +$2.04K +20 +0.9%
DAC
570
Dividend Assets Capital
South Carolina
$239K
VFA
571
Valeo Financial Advisors
Indiana
$238K +$5.93K +58 +3%
Janney Montgomery Scott
572
Janney Montgomery Scott
Pennsylvania
$238K -$258K -2,521 -52%
OAM
573
Oppenheimer Asset Management
New York
$238K -$36.7K -359 -13%
GT
574
Glenview Trust
Kentucky
$237K +$236K +2,309 New
CPIG
575
Chicago Partners Investment Group
Illinois
$236K +$35.6K +348 +18%

NTRS Hedge Fund Activity: Q4 2024 in Review

783 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2024, worth a combined $17.8B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NTRS positions and 51 closed out — a net gain of 74 holders — while 251 added to existing stakes and 270 trimmed.

The largest buyer was KBC Group, adding an estimated $65.9M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 783 institutional investors held Northern Trust (NTRS) as of Q4 2024, up from 723 in Q3 2024.
  • Funds reported $17.8B of Northern Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 125 funds opened new Northern Trust positions in Q4 2024 and 51 closed out, a net change of +74 holders.
  • The largest Northern Trust buyer in Q4 2024 was KBC Group, an estimated $65.9M added.
  • The largest Northern Trust seller in Q4 2024 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.