NTRS icon

Northern Trust

868 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: 85.91%83.34% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
868
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
RFN
626
RDA Financial Network
Iowa
$246K
APP
627
Avantax Planning Partners
Iowa
$245K
SFC
628
SYM Financial Corp
Indiana
$245K
DIA
629
Dana Investment Advisors
Wisconsin
$242K
ETC
630
Exchange Traded Concepts
Oklahoma
$237K
AIP
631
Ameritas Investment Partners
Nebraska
$235K
RA
632
Riversedge Advisors
Delaware
$234K
LRPA
633
L. Roy Papp & Associates
Arizona
$232K
KWM
634
Kingsview Wealth Management
Oregon
$232K
FDCP
635
Foster Dykema Cabot & Partners
Massachusetts
$230K
PA
636
Parallel Advisors
California
$229K
VT
637
Vise Technologies
New York
$227K
PCM
638
Parsons Capital Management
Rhode Island
$224K
SC
639
Saturna Capital
Washington
$224K
AFG
640
Atomi Financial Group
New York
$224K
CWM
641
Cornerstone Wealth Management
Missouri
$224K
NAAA
642
New Age Alpha Advisors
New York
$223K
BTI
643
Blue Trust Inc
Georgia
$221K
TCFP
644
Treasure Coast Financial Planning
Florida
$221K
RW
645
Rockport Wealth
Ohio
$220K
KAS
646
Kestra Advisory Services
Texas
$219K
SVWAG
647
Sound View Wealth Advisors Group
Georgia
$218K
HAM
648
Harmony Asset Management
Arizona
$218K
AP
649
Appleton Partners
Massachusetts
$217K
CTC
650
Central Trust Company
Missouri
$217K