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Northern Trust

774 hedge funds and large institutions have $16.4B invested in Northern Trust in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 273 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
10.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
85
Increased
273
Reduced
272
Closed
73
Calls
$27.6M
Puts
$27.7M
Net Calls
-$90K
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
551
Perfromance Wealth Partners
Illinois
$272K +$296 +3 +0.1%
FMLI
552
Fukoku Mutual Life Insurance
Japan
$271K
LB
553
Legacy Bridge
Iowa
$266K
AI
554
Atria Investments
North Carolina
$265K -$68.9K -698 -21%
Lido Advisors
555
Lido Advisors
California
$263K +$18.9K +190 +8%
HT
556
Heritage Trust
Oklahoma
$261K -$118K -1,197 -31%
PCM
557
Prelude Capital Management
New York
$260K +$18.3K +186 +8%
EC
558
EntryPoint Capital
New York
$256K +$256K +2,599 New
CTC
559
Central Trust Company
Missouri
$252K -$6.81K -69 -3%
SAG
560
SageView Advisory Group
California
$251K +$493 +5 +0.2%
WSFS
561
Wilmington Savings Fund Society
Delaware
$250K
QC
562
Quent Capital
New York
$250K +$158K +1,599 +171%
NRS
563
Neville Rodie & Shaw
New York
$247K
AWM
564
Apollon Wealth Management
South Carolina
$245K +$5.72K +58 +2%
CPIG
565
Chicago Partners Investment Group
Illinois
$245K +$18.2K +186 +8%
KFSC
566
Keystone Financial Services (Colorado)
Colorado
$244K -$1.18K -12 -0.5%
FC
567
FORA Capital
Florida
$243K +$243K +2,464 New
CFG
568
Cooper Financial Group
California
$243K -$1.87K -19 -0.8%
AMG
569
Advisors Management Group
Wisconsin
$241K
TC
570
TwinBeech Capital
New York
$241K +$31.6K +320 +15%
VCM
571
Versant Capital Management
Arizona
$240K +$173K +1,749 +256%
Janney Montgomery Scott
572
Janney Montgomery Scott
Pennsylvania
$239K +$10.3K +105 +5%
MFG
573
Merit Financial Group
Georgia
$235K -$43.4K -440 -16%
WF
574
Welch & Forbes
Massachusetts
$235K
AIP
575
Ameritas Investment Partners
Nebraska
$232K -$1.09K -11 -0.5%