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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
551
Canvas Wealth Advisors
Kansas
$407K -$110K -834 -22%
CHWM
552
Cauble & Harre Wealth Management
Missouri
$407K +$389K +2,961 New
BIG
553
Brooklyn Investment Group
New York
$407K +$382K +2,911 New
GAG
554
GM Advisory Group
New York
$404K +$2.36K +18 +0.6%
BCV
555
Banque Cantonale Vaudoise
Switzerland
$404K +$83.1K +633 +27%
ET
556
Equitable Trust
Tennessee
$402K
SWP
557
Sagespring Wealth Partners
Tennessee
$402K +$99.1K +755 +35%
WANY
558
Wealthspire Advisors (New York)
New York
$400K +$195K +1,486 +103%
GS
559
GTS Securities
New York
$397K +$381K +2,904 New
AF
560
Allworth Financial
California
$396K +$181K +1,379 +91%
BAAM
561
Baker Avenue Asset Management
California
$395K -$108K -824 -22%
TE
562
Tema ETFs
New York
$392K -$1.05K -8 -0.3%
Fayez Sarofim & Co
563
Fayez Sarofim & Co
Texas
$390K
CA
564
Clearstead Advisors
Ohio
$389K +$34.8K +265 +10%
PA
565
Profund Advisors
Maryland
$389K -$72K -548 -16%
ACA
566
Atlas Capital Advisors
Wyoming
$385K +$371K +2,822 New
PWM
567
Perigon Wealth Management
California
$383K +$118K +895 +47%
BAMG
568
Brand Asset Management Group
Missouri
$380K +$76.5K +583 +27%
QC
569
Quent Capital
New York
$378K +$19.2K +146 +6%
QLSGSCF
570
Quent Long Short Global Small Cap Fund
New York
$378K +$363K +2,766 New
VFA
571
Valeo Financial Advisors
Indiana
$373K +$14K +107 +4%
CFM
572
Catalyst Funds Management
Australia
$369K -$78.8K -600 -18%
LB
573
Legacy Bridge
Iowa
$369K
QL
574
Quarry LP
New York
$367K -$13.3K -101 -4%
EW
575
Expressive Wealth
Illinois
$365K +$351K +2,670 New