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Northern Trust
NTRS

Overview Fund Activity

827 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 256 increasing their positions, 288 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
11.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
139
Increased
256
Reduced
288
Closed
75
Calls
$305M
Puts
$257M
Net Calls
+$47.8M
Net Calls Change
+$47.8M

Top Buyers

1
Primecap Management
Primecap Management
California
+$161M
2
Citadel Advisors
Citadel Advisors
Florida
+$84.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$80M
4
RCM
Rokos Capital Management
United Kingdom
+$73.9M
5
LSV Asset Management
LSV Asset Management
Illinois
+$62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$266M
2
Amundi
Amundi
France
-$108M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$80.6M
4
AI
Ariel Investments
Illinois
-$73.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFT
601
Alpha Family Trust
California
$235K +$235K +1,850 New
IA
602
IFP Advisors
Florida
$234K -$88.5K -378 -27%
DS
603
DRW Securities
Illinois
$231K +$231K +1,823 New
APP
604
Avantax Planning Partners
Iowa
$230K +$230K +1,817 New
DIA
605
Dana Investment Advisors
Wisconsin
$228K +$228K +1,800 New
TIA
606
Trust Investment Advisors
Indiana
$226K +$226K +1,785 New
SFC
607
SYM Financial Corp
Indiana
$223K +$223K +1,761 New
WANY
608
Wealthspire Advisors (New York)
New York
$223K +$223K +1,761 New
WBC
609
Westpac Banking Corp
Australia
$219K -$3.17K -25 -1%
LRPA
610
L. Roy Papp & Associates
Arizona
$219K +$219K +1,724 New
FDCP
611
Foster Dykema Cabot & Partners
Massachusetts
$217K – – –
KCP
612
Kera Capital Partners
California
$215K +$215K +1,696 New
PCM
613
Parsons Capital Management
Rhode Island
$211K +$211K +1,667 New
SC
614
Saturna Capital
Washington
$211K +$211K +1,667 New
CWM
615
Cornerstone Wealth Management
Missouri
$210K +$210K +1,658 New
BTI
616
Blue Trust Inc
Georgia
$209K -$6.72K -53 -3%
PWM
617
Perigon Wealth Management
California
$208K +$208K +1,644 New
RW
618
Rockport Wealth
Ohio
$207K +$207K +1,634 New
SWP
619
Sagespring Wealth Partners
Tennessee
$207K +$207K +1,634 New
LP
620
LMR Partners
United Kingdom
$206K +$206K +1,627 New
SVWAG
621
Sound View Wealth Advisors Group
Georgia
$206K +$206K +1,621 New
HAM
622
Harmony Asset Management
Arizona
$205K +$205K +1,618 New
AP
623
Appleton Partners
Massachusetts
$205K +$205K +1,615 New
TRCT
624
Tower Research Capital (TRC)
New York
$205K -$308K -2,432 -60%
IIC
625
Ironwood Investment Counsel
Arizona
$204K +$204K +1,607 New
23 24
25
26 27