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Northern Trust

775 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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding

Funds holding: 774775 (+1)

0% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $27.7M

8% less capital invested

Capital invested by funds: $17.8B → $16.4B (-$1.41B)

Holders
775
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
$27.6M
Puts
$27.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
551
Perfromance Wealth Partners
Illinois
$272K
FMLI
552
Fukoku Mutual Life Insurance
Japan
$271K
LB
553
Legacy Bridge
Iowa
$266K
AI
554
Atria Investments
North Carolina
$265K
Lido Advisors
555
Lido Advisors
California
$263K
HT
556
Heritage Trust
Oklahoma
$261K
PCM
557
Prelude Capital Management
New York
$260K
EC
558
EntryPoint Capital
New York
$256K
CTC
559
Central Trust Company
Missouri
$252K
SAG
560
SageView Advisory Group
California
$251K
WSFS
561
Wilmington Savings Fund Society
Delaware
$250K
QC
562
Quent Capital
New York
$250K
NRS
563
Neville Rodie & Shaw
New York
$247K
AWM
564
Apollon Wealth Management
South Carolina
$245K
CPIG
565
Chicago Partners Investment Group
Illinois
$245K
KFSC
566
Keystone Financial Services (Colorado)
Colorado
$244K
FC
567
FORA Capital
Florida
$243K
CFG
568
Cooper Financial Group
California
$243K
AMG
569
Advisors Management Group
Wisconsin
$241K
TC
570
TwinBeech Capital
New York
$241K
VCM
571
Versant Capital Management
Arizona
$240K
Janney Montgomery Scott
572
Janney Montgomery Scott
Pennsylvania
$239K
MFG
573
Merit Financial Group
Georgia
$235K
WF
574
Welch & Forbes
Massachusetts
$235K
AIP
575
Ameritas Investment Partners
Nebraska
$232K