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Northern Trust

1,013 hedge funds and large institutions have $26.8B invested in Northern Trust in 2026 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 367 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 70

82% more call options, than puts

Call options by funds: $76.6M | Put options by funds: $42.2M

24% more capital invested

Capital invested by funds: $21.6B → $26.8B (+$5.14B)

12% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 327

6% more funds holding

Funds holding: 9571,013 (+56)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.33% less ownership

Funds ownership: 83.61%83.28% (-0.33%)

Holders
1,013
Holders Change
+56
Holders Change %
+5.85%
% of All Funds
12.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
138
Increased
367
Reduced
327
Closed
70
Calls
$76.6M
Puts
$42.2M
Net Calls
+$34.4M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
576
Optas LLC
Texas
$520K +$1.15K +7 +0.2%
VWM
577
Venturi Wealth Management
Texas
$519K -$7.58K -46 -2%
CHWM
578
Cauble & Harre Wealth Management
Missouri
$517K
DBIA
579
Dumont & Blake Investment Advisors
New Jersey
$515K -$16.5K -100 -3%
OIA
580
Oakmont Investment Advisors
Pennsylvania
$509K +$482K +2,929 New
SCP
581
Sivia Capital Partners
California
$497K
Fayez Sarofim & Co
582
Fayez Sarofim & Co
Texas
$497K
LCM
583
Liberty Capital Management
Michigan
$495K +$469K +2,849 New
QC
584
Quent Capital
New York
$491K +$17.6K +107 +4%
ACA
585
Atlas Capital Advisors
Wyoming
$491K
BMWM
586
Brown Miller Wealth Management
Virginia
$489K
Lazard Asset Management
587
Lazard Asset Management
New York
$482K +$80.9K +491 +22%
RA
588
Riversedge Advisors
Delaware
$479K +$44.3K +269 +11%
AO
589
Advisor OS
Illinois
$478K +$89.1K +541 +24%
HI
590
Harbour Investments
Wisconsin
$472K +$115K +700 +35%
PWMAG
591
Pinnacle Wealth Management Advisory Group
New Jersey
$470K +$24.1K +146 +6%
LB
592
Legacy Bridge
Iowa
$469K
Janney Montgomery Scott
593
Janney Montgomery Scott
Pennsylvania
$469K +$17.8K +108 +4%
OAM
594
Ostrum Asset Management
France
$467K
MWM
595
Modern Wealth Management
Kansas
$466K +$441K +2,678 New
UPS
596
UHLMANN PRICE SECURITIES
Illinois
$456K -$83.4K -506 -16%
AU
597
AlphaGrep UK
$452K -$879K -5,335 -67%
GRP
598
Global Retirement Partners
California
$452K +$428K +2,600 New
PMAM
599
Picton Mahoney Asset Management
Ontario, Canada
$449K -$702K -4,262 -62%
PWM
600
Perigon Wealth Management
California
$443K +$30.8K +187 +8%

NTRS Hedge Fund Activity: Q2 2026 in Review

1,013 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q2 2026, worth a combined $26.8B — up 24% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new NTRS positions and 70 closed out — a net gain of 68 holders — while 367 added to existing stakes and 327 trimmed.

The largest buyer was Man Group, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $350M.

  • 1,013 institutional investors held Northern Trust (NTRS) as of Q2 2026, up from 957 in Q1 2026.
  • Funds reported $26.8B of Northern Trust stock for Q2 2026, up 24% quarter-over-quarter.
  • 138 funds opened new Northern Trust positions in Q2 2026 and 70 closed out, a net change of +68 holders.
  • The largest Northern Trust buyer in Q2 2026 was Man Group, an estimated $108M added.
  • The largest Northern Trust seller in Q2 2026 was Fidelity Investments, an estimated $350M sold.

Based on aggregated 13F filings for Q2 2026.