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Northern Trust

783 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

17% more capital invested

Capital invested by funds: $15.1B → $17.8B (+$2.63B)

8% more funds holding

Funds holding: 723783 (+60)

8% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $33.6M

0.87% more ownership

Funds ownership: 83.47%84.34% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 270

Holders
783
Holders Change
+60
Holders Change %
+8.3%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
125
Increased
251
Reduced
270
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
601
Trust Investment Advisors
Indiana
$211K +$211K +2,062 New
AAS
602
Avantax Advisory Services
Texas
$211K -$493K -4,824 -70%
CFO
603
Callan Family Office
Pennsylvania
$211K +$210K +2,058 New
WBC
604
Westpac Banking Corp
Australia
$210K -$18.5K -181 -8%
A
605
AlphaQuest
New York
$210K +$209K +2,047 New
GF
606
Gries Financial
Ohio
$209K +$209K +2,043 New
CI
607
Cigna Investments
Connecticut
$207K +$207K +2,023 New
CAM
608
Close Asset Management
United Kingdom
$206K
GLLW
609
Graves Light Lenhart Wealth
Virginia
$205K -$32.8K -321 -14%
LI
610
LRI Investments
Florida
$205K
BTI
611
Blue Trust Inc
Georgia
$204K -$87.2K -853 -30%
MIP
612
Marietta Investment Partners
Wisconsin
$202K +$201K +1,970 New
OIA
613
OneDigital Investment Advisors
Kansas
$201K +$200K +1,960 New
BC
614
Barrett & Company
Rhode Island
$195K
S
615
Sachetta
Massachusetts
$187K -$3.07K -30 -2%
VWM
616
Venturi Wealth Management
Texas
$184K +$149K +1,456 +435%
FDCP
617
Foster Dykema Cabot & Partners
Massachusetts
$175K
RCM
618
Ravenstone Capital Management
$174K +$174K +1,700 New
HFM
619
Harvest Fund Management
China
$165K +$175K +1,714 New
GCM
620
Gables Capital Management
Florida
$164K
PA
621
Parallel Advisors
California
$163K +$4.29K +42 +3%
IA
622
IFP Advisors
Florida
$156K +$34.1K +334 +28%
C
623
Covestor
United Kingdom
$148K +$102K +999 +222%
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K
CMBA
625
C.M. Bidwell & Associates
Hawaii
$140K +$139K +1,364 New

NTRS Hedge Fund Activity: Q4 2024 in Review

783 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2024, worth a combined $17.8B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NTRS positions and 51 closed out — a net gain of 74 holders — while 251 added to existing stakes and 270 trimmed.

The largest buyer was KBC Group, adding an estimated $65.9M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 783 institutional investors held Northern Trust (NTRS) as of Q4 2024, up from 723 in Q3 2024.
  • Funds reported $17.8B of Northern Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 125 funds opened new Northern Trust positions in Q4 2024 and 51 closed out, a net change of +74 holders.
  • The largest Northern Trust buyer in Q4 2024 was KBC Group, an estimated $65.9M added.
  • The largest Northern Trust seller in Q4 2024 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.