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Northern Trust

867 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: 85.92%83.35% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
867
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
MSWM
576
Mowery & Schoenfeld Wealth Management
Illinois
$321K
WF
577
Welch & Forbes
Massachusetts
$320K
BCV
578
Banque Cantonale Vaudoise
Switzerland
$313K
TAM
579
Trust Asset Management
Texas
$311K
SDIC
580
South Dakota Investment Council
South Dakota
$310K
FBB
581
Fulton Breakefield Broenniman
Maryland
$310K
WCA
582
Westover Capital Advisors
Delaware
$306K
MIM
583
Morningstar Investment Management
Illinois
$303K
BIM
584
Barton Investment Management
Pennsylvania
$303K
PK
585
Pflug Koory
Nebraska
$303K
HTC
586
Haverford Trust Company
Pennsylvania
$300K
FNA
587
First National Advisers
Nebraska
$299K
CTB
588
Country Trust Bank
Illinois
$296K
BAMG
589
Brand Asset Management Group
Missouri
$296K
OL
590
Optas LLC
Texas
$295K
SWP
591
Sagespring Wealth Partners
Tennessee
$294K
EARNEST Partners
592
EARNEST Partners
Georgia
$293K
FWM
593
Forza Wealth Management
Florida
$291K
CT
594
Chicago Trust
Illinois
$289K
Fisher Asset Management
595
Fisher Asset Management
Washington
$287K
DO
596
denkapparat Operations
Germany
$286K
CFG
597
Citizens Financial Group
Rhode Island
$284K
IGAM
598
iA Global Asset Management
Quebec, Canada
$282K
AC
599
Avestar Capital
New York
$282K
JF
600
Jump Financial
Illinois
$278K