NTRS icon

Northern Trust

775 hedge funds and large institutions have $16.4B invested in Northern Trust in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 273 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding

Funds holding: 774775 (+1)

0% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $27.7M

8% less capital invested

Capital invested by funds: $17.8B → $16.4B (-$1.41B)

Holders
775
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
$27.6M
Puts
$27.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
626
Sunbelt Securities
Texas
$93K
HI
627
Harbour Investments
Wisconsin
$92.5K
MCM
628
MV Capital Management
Maryland
$87.1K
CFB
629
Cullen/Frost Bankers
Texas
$83.7K
SAM
630
Smartleaf Asset Management
Massachusetts
$83.6K
HRC
631
Hoertkorn Richard Charles
$78.9K
LS
632
Livforsakringsbolaget Skandia
Sweden
$78.7K
HPC
633
HM Payson & Co
Maine
$78.4K
EWA
634
EverSource Wealth Advisors
Alabama
$74.4K
SC
635
Steph & Co
Wisconsin
$74K
TFGT
636
TS Financial Group (TSFG)
Illinois
$72K
AF
637
Allworth Financial
California
$67.8K
SAM
638
S.A. Mason
Michigan
$64.1K
CH
639
Cromwell Holdings
Wyoming
$63.7K
GM
640
GeoWealth Management
Illinois
$63.5K
SPIA
641
Steward Partners Investment Advisory
New York
$62.7K
SL
642
Salomon & Ludwin
Virginia
$59.5K
LC
643
Lindbrook Capital
California
$59.4K
AssetMark Inc
644
AssetMark Inc
California
$57.6K
AWM
645
Accredited Wealth Management
Kentucky
$56.6K
DAM
646
Delta Asset Management
Tennessee
$55.7K
EB
647
Eastern Bank
Massachusetts
$55.4K
PS
648
Principal Securities
Iowa
$53.9K
SIM
649
Sentry Investment Management
Wisconsin
$51K
CAM
650
Close Asset Management
United Kingdom
$46K