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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
FDCP
626
Foster Dykema Cabot & Partners
Massachusetts
$230K
PA
627
Parallel Advisors
California
$229K
VT
628
Vise Technologies
New York
$227K
PCM
629
Parsons Capital Management
Rhode Island
$224K
SC
630
Saturna Capital
Washington
$224K
AFG
631
Atomi Financial Group
New York
$224K
CWM
632
Cornerstone Wealth Management
Missouri
$224K
NAAA
633
New Age Alpha Advisors
New York
$223K
BTI
634
Blue Trust Inc
Georgia
$221K
TCFP
635
Treasure Coast Financial Planning
Florida
$221K
RW
636
Rockport Wealth
Ohio
$220K
KAS
637
Kestra Advisory Services
Texas
$219K
SVWAG
638
Sound View Wealth Advisors Group
Georgia
$218K
HAM
639
Harmony Asset Management
Arizona
$218K
AP
640
Appleton Partners
Massachusetts
$217K
CTC
641
Central Trust Company
Missouri
$217K
CI
642
Conning Inc
Connecticut
$216K
FMLI
643
Fukoku Mutual Life Insurance
Japan
$216K
GCM
644
Gables Capital Management
Florida
$215K
SCM
645
Stonehearth Capital Management
Massachusetts
$213K
HNB
646
Huntington National Bank
Ohio
$213K
MC
647
Machina Capital
France
$212K
TIA
648
Trust Investment Advisors
Indiana
$211K
DADC
649
D.A. Davidson & Co
Montana
$211K
KWA
650
Kingswood Wealth Advisors
California
$211K