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Northern Trust

862 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, 281 increasing their positions, 294 reducing their positions, and 62 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
VWM
551
Venturi Wealth Management
Texas
$373K
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$369K
VCM
553
Voleon Capital Management
California
$367K
CCIA
554
Campbell & Co Investment Adviser
Maryland
$367K
SFI
555
Siemens Fonds Invest
Germany
$364K
LB
556
Legacy Bridge
Iowa
$363K
SAG
557
SageView Advisory Group
California
$361K
DS
558
DRW Securities
Illinois
$357K
VFA
559
Valeo Financial Advisors
Indiana
$354K
RGC
560
Roberts, Glore & Co
Illinois
$353K
QC
561
Quent Capital
New York
$353K
CA
562
Clearstead Advisors
Ohio
$348K
DC
563
Diametric Capital
Massachusetts
$348K
CFG
564
Cooper Financial Group
California
$342K
FA
565
Fiducient Advisors
Illinois
$339K
BFG
566
Beacon Financial Group
Texas
$337K
BJL
567
Brighton Jones LLC
Washington
$335K
KFSC
568
Keystone Financial Services (Colorado)
Colorado
$332K
MPI
569
Mairs & Power Inc
Minnesota
$328K
KCP
570
Kera Capital Partners
California
$328K
AMG
571
Advisors Management Group
Wisconsin
$328K
Janney Montgomery Scott
572
Janney Montgomery Scott
Pennsylvania
$327K
PFM
573
Patton Fund Management
Texas
$324K
MAS
574
Meeder Advisory Services
Ohio
$322K
MSWM
575
Mowery & Schoenfeld Wealth Management
Illinois
$321K