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Northern Trust

900 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 283 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.18% less ownership

Funds ownership: 83.33%83.15% (-0.18%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$42.5M)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 322

Holders
900
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.5M
Puts
$19.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
576
Janney Montgomery Scott
Pennsylvania
$357K
PWMAG
577
Pinnacle Wealth Management Advisory Group
New Jersey
$357K
AO
578
Advisor OS
Illinois
$355K
Koshinski Asset Management
579
Koshinski Asset Management
Illinois
$353K
ONB
580
Old National Bancorp
Indiana
$352K
RGC
581
Roberts, Glore & Co
Illinois
$352K
Fisher Asset Management
582
Fisher Asset Management
Washington
$348K
NW
583
NewEdge Wealth
Pennsylvania
$347K
WA
584
Waverly Advisors
Alabama
$347K
CFO
585
Cambient Family Office
Michigan
$342K
HTIM
586
Harbour Trust & Investment Management
Indiana
$338K
BFG
587
Beacon Financial Group
Texas
$337K
CFG
588
Cooper Financial Group
California
$337K
SAI
589
Savvy Advisors Inc
New York
$336K
RA
590
Riversedge Advisors
Delaware
$336K
LRIC
591
Long Road Investment Counsel
Michigan
$335K
AMG
592
Advisors Management Group
Wisconsin
$333K
KFSC
593
Keystone Financial Services (Colorado)
Colorado
$332K
BFM
594
Boothbay Fund Management
New York
$331K
EWA
595
EverSource Wealth Advisors
Alabama
$329K
MPI
596
Mairs & Power Inc
Minnesota
$328K
WF
597
Welch & Forbes
Massachusetts
$325K
MAS
598
Meeder Advisory Services
Ohio
$322K
CAG
599
Crestwood Advisors Group
Massachusetts
$319K
VCM
600
Versant Capital Management
Arizona
$318K