We are live on ! Find out more
NTRS icon

Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
601
Long Road Investment Counsel
Michigan
$342K
AMG
602
Advisors Management Group
Wisconsin
$340K
TWIM
603
TIAA Wealth Investment Management
New York
$339K +$349K +2,429 New
MPI
604
Mairs & Power Inc
Minnesota
$335K
WF
605
Welch & Forbes
Massachusetts
$332K
JTWM
606
Jackson Thornton Wealth Management
Alabama
$331K +$26.2K +182 +9%
BF
607
BOK Financial
Oklahoma
$330K -$1.45M -10,089 -81%
CA
608
Clearstead Advisors
Ohio
$330K -$69.9K -486 -17%
PWM
609
Perigon Wealth Management
California
$329K -$63.9K -444 -16%
BWP
610
BSW Wealth Partners
Colorado
$329K +$339K +2,354 New
CFG
611
Cooper Financial Group
California
$326K -$18.6K -129 -5%
AWA
612
Arkadios Wealth Advisors
Georgia
$325K +$4.89K +34 +1%
FTWA
613
Fifth Third Wealth Advisors
Ohio
$325K +$54.8K +381 +20%
I
614
InceptionR
California
$322K -$1.25M -8,677 -79%
PA
615
Profund Advisors
Maryland
$320K -$79.4K -552 -19%
Lazard Asset Management
616
Lazard Asset Management
New York
$318K
WCA
617
Westover Capital Advisors
Delaware
$318K
MSWM
618
Mowery & Schoenfeld Wealth Management
Illinois
$317K -$3.74K -26 -1%
AHL
619
Abel Hall LLC
Louisiana
$316K +$325K +2,261 New
BIM
620
Barton Investment Management
Pennsylvania
$314K
PK
621
Pflug Koory
Nebraska
$314K
Fisher Asset Management
622
Fisher Asset Management
Washington
$314K -$42.9K -298 -12%
HTC
623
Haverford Trust Company
Pennsylvania
$313K
KFSC
624
Keystone Financial Services (Colorado)
Colorado
$310K -$30.1K -209 -9%
AO
625
Advisor OS
Illinois
$308K -$55.7K -387 -15%