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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
601
Meeder Advisory Services
Ohio
$322K -$3.68K -28 -1%
CAG
602
Crestwood Advisors Group
Massachusetts
$319K +$307K +2,338 New
VCM
603
Versant Capital Management
Arizona
$318K +$44.8K +341 +17%
EWM
604
Empirical Wealth Management
Washington
$318K +$306K +2,327 New
ICP
605
Interchange Capital Partners
Pennsylvania
$317K +$45K +343 +17%
FBB
606
Fulton Breakefield Broenniman
Maryland
$314K
MSWM
607
Mowery & Schoenfeld Wealth Management
Illinois
$314K -$11.7K -89 -4%
AWA
608
Arkadios Wealth Advisors
Georgia
$313K -$150K -1,144 -33%
Lazard Asset Management
609
Lazard Asset Management
New York
$311K +$299K +2,279 New
WCA
610
Westover Capital Advisors
Delaware
$311K
CT
611
Chicago Trust
Illinois
$309K +$15.5K +118 +5%
BIM
612
Barton Investment Management
Pennsylvania
$307K
PK
613
Pflug Koory
Nebraska
$307K
HTC
614
Haverford Trust Company
Pennsylvania
$307K +$1.97K +15 +0.7%
WA
615
Waddell & Associates
Tennessee
$304K +$292K +2,224 New
FNA
616
First National Advisers
Nebraska
$303K -$656 -5 -0.2%
AI
617
Atria Investments
North Carolina
$303K -$116K -883 -28%
TAM
618
Trust Asset Management
Texas
$301K -$13.4K -102 -4%
BMC
619
Benin Management Corp
Connecticut
$300K -$328K -2,500 -53%
CTB
620
Country Trust Bank
Illinois
$300K
FWM
621
Forza Wealth Management
Florida
$295K
DO
622
denkapparat Operations
Germany
$290K
C
623
Certuity
Florida
$290K +$279K +2,122 New
SDIC
624
South Dakota Investment Council
South Dakota
$287K -$26.3K -200 -9%
JTWM
625
Jackson Thornton Wealth Management
Alabama
$287K +$261K +1,990 New