NTRS icon

Northern Trust

868 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 283 increasing their positions, 297 reducing their positions, and 61 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.91%83.34% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
868
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
CFA
551
CWS Financial Advisors
Michigan
$377K
QL
552
Quarry LP
New York
$375K
VWM
553
Venturi Wealth Management
Texas
$373K
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$369K
VCM
555
Voleon Capital Management
California
$367K
CCIA
556
Campbell & Co Investment Adviser
Maryland
$367K
SFI
557
Siemens Fonds Invest
Germany
$364K
LB
558
Legacy Bridge
Iowa
$363K
SAG
559
SageView Advisory Group
California
$361K
DS
560
DRW Securities
Illinois
$357K
VFA
561
Valeo Financial Advisors
Indiana
$354K
RGC
562
Roberts, Glore & Co
Illinois
$353K
QC
563
Quent Capital
New York
$353K
CA
564
Clearstead Advisors
Ohio
$348K
DC
565
Diametric Capital
Massachusetts
$348K
CFG
566
Cooper Financial Group
California
$342K
FA
567
Fiducient Advisors
Illinois
$339K
BFG
568
Beacon Financial Group
Texas
$337K
BJL
569
Brighton Jones LLC
Washington
$335K
KFSC
570
Keystone Financial Services (Colorado)
Colorado
$332K
MPI
571
Mairs & Power Inc
Minnesota
$328K
KCP
572
Kera Capital Partners
California
$328K
AMG
573
Advisors Management Group
Wisconsin
$328K
Janney Montgomery Scott
574
Janney Montgomery Scott
Pennsylvania
$327K
PFM
575
Patton Fund Management
Texas
$324K