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Northern Trust

773 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 248 increasing their positions, 267 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+58
Holders Change %
+8.11%
% of All Funds
10.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
123
Increased
248
Reduced
267
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NRS
551
Neville Rodie & Shaw
New York
$256K +$256K +2,500 New
BP
552
Ballentine Partners
Massachusetts
$255K +$10.8K +105 +4%
KFSC
553
Keystone Financial Services (Colorado)
Colorado
$254K +$7.07K +69 +3%
CFG
554
Cooper Financial Group
California
$254K +$14.2K +139 +6%
Lido Advisors
555
Lido Advisors
California
$254K -$12.8K -124 -5%
CW
556
CreativeOne Wealth
Kansas
$253K -$2.77K -27 -1%
PCM
557
Prelude Capital Management
New York
$251K +$251K +2,449 New
AMG
558
Advisors Management Group
Wisconsin
$250K
DFCM
559
Dark Forest Capital Management
Puerto Rico
$249K -$992K -9,682 -80%
AWM
560
Apollon Wealth Management
South Carolina
$248K -$4.1K -40 -2%
TAM
561
Trust Asset Management
Texas
$248K
WF
562
Welch & Forbes
Massachusetts
$244K -$38.4K -375 -14%
AIP
563
Ameritas Investment Partners
Nebraska
$242K -$11.3K -110 -4%
CA
564
Clearstead Advisors
Ohio
$241K +$2.05K +20 +0.9%
DAC
565
Dividend Assets Capital
South Carolina
$239K
VFA
566
Valeo Financial Advisors
Indiana
$238K +$5.94K +58 +3%
Janney Montgomery Scott
567
Janney Montgomery Scott
Pennsylvania
$238K -$259K -2,521 -52%
OAM
568
Oppenheimer Asset Management
New York
$238K -$36.8K -359 -13%
GT
569
Glenview Trust
Kentucky
$237K +$237K +2,309 New
CPIG
570
Chicago Partners Investment Group
Illinois
$236K +$35.6K +348 +18%
SDIC
571
South Dakota Investment Council
South Dakota
$236K
HAM
572
Harmony Asset Management
Arizona
$236K +$236K +2,300 New
AWA
573
Aaron Wealth Advisors
Illinois
$235K +$235K +2,294 New
FRM
574
Fox Run Management
Connecticut
$235K -$1.15M -11,263 -83%
WCA
575
Westover Capital Advisors
Delaware
$233K