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Northern Trust

862 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 281 increasing their positions, 294 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
Wolverine Trading
601
Wolverine Trading
Illinois
$275K
WA
602
Waverly Advisors
Alabama
$272K
LI
603
LRI Investments
Florida
$269K
GLLW
604
Graves Light Lenhart Wealth
Virginia
$269K
LRIC
605
Long Road Investment Counsel
Michigan
$269K
EB
606
Exchange Bank
California
$269K
GT
607
Glenview Trust
Kentucky
$269K
TRCT
608
Tower Research Capital (TRC)
New York
$268K
VCM
609
Versant Capital Management
Arizona
$268K
FTWA
610
Fifth Third Wealth Advisors
Ohio
$266K
ICP
611
Interchange Capital Partners
Pennsylvania
$266K
GF
612
Gries Financial
Ohio
$265K
OWA
613
One Wealth Advisors
California
$264K
HFAS
614
Hummer Financial Advisory Services
Illinois
$257K
PWM
615
Perigon Wealth Management
California
$257K
BC
616
Barrett & Company
Rhode Island
$256K
LAM
617
Longboard Asset Management
Arizona
$252K
GD
618
Grandfield & Dodd
New York
$251K
FSA
619
Fort Sheridan Advisors
Illinois
$250K
AFT
620
Alpha Family Trust
California
$249K
CI
621
Cigna Investments
Connecticut
$249K
AFP
622
Ausdal Financial Partners
Iowa
$249K
S
623
Sachetta
Massachusetts
$247K
RFN
624
RDA Financial Network
Iowa
$246K
APP
625
Avantax Planning Partners
Iowa
$245K