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Northern Trust

723 hedge funds and large institutions have $15.1B invested in Northern Trust in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

50% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $45.9M

8% more capital invested

Capital invested by funds: $14B → $15.1B (+$1.14B)

4% more funds holding

Funds holding: 692723 (+31)

1.98% more ownership

Funds ownership: 81.49%83.47% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 264

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
723
Holders Change
+31
Holders Change %
+4.48%
% of All Funds
10.38%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
92
Increased
245
Reduced
264
Closed
54
Calls
$69.1M
Puts
$45.9M
Net Calls
+$23.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
626
Grove Bank & Trust
Florida
$29.6K +$2.19K +25 +8%
BWP
627
Baldwin Wealth Partners
Massachusetts
$28.8K -$2.97K -34 -10%
OW
628
Olistico Wealth
Oklahoma
$27K
OIA
629
Optimum Investment Advisors
Illinois
$26.2K +$87 +1 +0.3%
CFGS
630
Concourse Financial Group Securities
Alabama
$26.1K +$350 +4 +1%
QL
631
Quarry LP
New York
$25.9K -$111K -1,264 -81%
EWA
632
EverSource Wealth Advisors
Alabama
$24.3K -$1.75K -20 -7%
HWM
633
Hemington Wealth Management
Virginia
$23K +$20.6K +236 New
FPFS
634
First Personal Financial Services
North Carolina
$22.5K
BIG
635
Brooklyn Investment Group
New York
$22.5K +$21.9K +250 New
BGA
636
Battery Global Advisors
Massachusetts
$21.7K +$20.9K +239 New
TSMHT
637
Thurston Springer Miller Herd & Titak
Indiana
$21.4K
TWD
638
True Wealth Design
Ohio
$20.8K +$20.2K +231 New
HWA
639
HHM Wealth Advisors
Tennessee
$19.8K
PTC
640
Private Trust Company
Ohio
$18.5K +$787 +9 +5%
LJHT
641
Laurie J. Hall Trustee
$18K -$4.37K -50 -20%
ADL
642
Asset Dedication LLC
California
$17.6K
WT
643
Whittier Trust
California
$16.7K -$87.4K -1,000 -84%
AWM
644
Avior Wealth Management
Nebraska
$15.3K +$262 +3 +2%
WOC
645
West Oak Capital
California
$14.7K -$13.1K -150 -0.9%
RCM
646
Raleigh Capital Management
North Carolina
$14K +$2.19K +25 +19%
CFB
647
Cullen/Frost Bankers
Texas
$13.3K
FHA
648
First Horizon Advisors
Tennessee
$13.1K -$17.8K -204 -58%
AGWCA
649
Annis Gardner Whiting Capital Advisors
Florida
$13.1K +$6.38K +73 +101%
SIC
650
Salem Investment Counselors
North Carolina
$12.6K

NTRS Hedge Fund Activity: Q3 2024 in Review

723 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q3 2024, worth a combined $15.1B — up 8.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NTRS positions and 54 closed out — a net gain of 38 holders — while 245 added to existing stakes and 264 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $66.2M.

  • 723 institutional investors held Northern Trust (NTRS) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $15.1B of Northern Trust stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 92 funds opened new Northern Trust positions in Q3 2024 and 54 closed out, a net change of +38 holders.
  • The largest Northern Trust buyer in Q3 2024 was Fidelity Investments, an estimated $135M added.
  • The largest Northern Trust seller in Q3 2024 was Wellington Management Group, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2024.