NTRS icon

Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 reducing their positions, and 62 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
TRCT
601
Tower Research Capital (TRC)
New York
$268K
VCM
602
Versant Capital Management
Arizona
$268K
FTWA
603
Fifth Third Wealth Advisors
Ohio
$266K
ICP
604
Interchange Capital Partners
Pennsylvania
$266K
GF
605
Gries Financial
Ohio
$265K
OWA
606
One Wealth Advisors
California
$264K
HFAS
607
Hummer Financial Advisory Services
Illinois
$257K
PWM
608
Perigon Wealth Management
California
$257K
BC
609
Barrett & Company
Rhode Island
$256K
LAM
610
Longboard Asset Management
Arizona
$252K
GD
611
Grandfield & Dodd
New York
$251K
FSA
612
Fort Sheridan Advisors
Illinois
$250K
AFT
613
Alpha Family Trust
California
$249K
CI
614
Cigna Investments
Connecticut
$249K
AFP
615
Ausdal Financial Partners
Iowa
$249K
S
616
Sachetta
Massachusetts
$247K
RFN
617
RDA Financial Network
Iowa
$246K
APP
618
Avantax Planning Partners
Iowa
$245K
SFC
619
SYM Financial Corp
Indiana
$245K
DIA
620
Dana Investment Advisors
Wisconsin
$242K
ETC
621
Exchange Traded Concepts
Oklahoma
$237K
AIP
622
Ameritas Investment Partners
Nebraska
$235K
RA
623
Riversedge Advisors
Delaware
$234K
LRPA
624
L. Roy Papp & Associates
Arizona
$232K
KWM
625
Kingsview Wealth Management
Oregon
$232K