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Northern Trust

867 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, 283 increasing their positions, 297 reducing their positions, and 61 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.92%83.35% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
867
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
APP
626
Avantax Planning Partners
Iowa
$245K
SFC
627
SYM Financial Corp
Indiana
$245K
DIA
628
Dana Investment Advisors
Wisconsin
$242K
ETC
629
Exchange Traded Concepts
Oklahoma
$237K
AIP
630
Ameritas Investment Partners
Nebraska
$235K
RA
631
Riversedge Advisors
Delaware
$234K
LRPA
632
L. Roy Papp & Associates
Arizona
$232K
KWM
633
Kingsview Wealth Management
Oregon
$232K
FDCP
634
Foster Dykema Cabot & Partners
Massachusetts
$230K
PA
635
Parallel Advisors
California
$229K
VT
636
Vise Technologies
New York
$227K
PCM
637
Parsons Capital Management
Rhode Island
$224K
SC
638
Saturna Capital
Washington
$224K
AFG
639
Atomi Financial Group
New York
$224K
CWM
640
Cornerstone Wealth Management
Missouri
$224K
NAAA
641
New Age Alpha Advisors
New York
$223K
BTI
642
Blue Trust Inc
Georgia
$221K
TCFP
643
Treasure Coast Financial Planning
Florida
$221K
RW
644
Rockport Wealth
Ohio
$220K
KAS
645
Kestra Advisory Services
Texas
$219K
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$218K
HAM
647
Harmony Asset Management
Arizona
$218K
AP
648
Appleton Partners
Massachusetts
$217K
CTC
649
Central Trust Company
Missouri
$217K
CI
650
Conning Inc
Connecticut
$216K