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Northern Trust

908 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 285 increasing their positions, 322 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $93.5M | Put options by funds: $19.9M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

4% more funds holding

Funds holding: 870908 (+38)

0.16% less ownership

Funds ownership: 83.38%83.22% (-0.16%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$37.2M)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 322

Holders
908
Holders Change
+38
Holders Change %
+4.37%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
123
Increased
285
Reduced
322
Closed
71
Calls
$93.5M
Puts
$19.9M
Net Calls
+$73.6M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
626
One Wealth Advisors
California
$285K +$16.8K +128 +7%
CFG
627
Citizens Financial Group
Rhode Island
$282K -$6.17K -47 -2%
VST
628
Van Strum & Towne
California
$280K
EB
629
Exchange Bank
California
$273K
GLLW
630
Graves Light Lenhart Wealth
Virginia
$273K
LI
631
LRI Investments
Florida
$273K
EARNEST Partners
632
EARNEST Partners
Georgia
$270K -$26.3K -200 -9%
ACA
633
Aptus Capital Advisors
Alabama
$268K +$61.2K +466 +31%
FTWA
634
Fifth Third Wealth Advisors
Ohio
$266K -$4.59K -35 -2%
SFC
635
SYM Financial Corp
Indiana
$263K +$14.4K +110 +6%
AC
636
Avestar Capital
New York
$262K -$22.8K -174 -8%
HFAS
637
Hummer Financial Advisory Services
Illinois
$261K
PI
638
PFG Investments
New York
$260K +$249K +1,900 New
BC
639
Barrett & Company
Rhode Island
$260K
IA
640
IFP Advisors
Florida
$259K +$53.7K +409 +27%
FSA
641
Fort Sheridan Advisors
Illinois
$253K
AFT
642
Alpha Family Trust
California
$253K
GD
643
Grandfield & Dodd
New York
$252K -$1.97K -15 -0.8%
CI
644
Cigna Investments
Connecticut
$252K
KWM
645
Kingsview Wealth Management
Oregon
$249K +$13.3K +101 +6%
APP
646
Avantax Planning Partners
Iowa
$249K +$525 +4 +0.2%
DIA
647
Dana Investment Advisors
Wisconsin
$246K
AA
648
AlphaCentric Advisors
Puerto Rico
$242K +$233K +1,771 New
KWA
649
Kingswood Wealth Advisors
California
$241K +$26.1K +199 +13%
AIM
650
Aspen Investment Management
Michigan
$240K +$231K +1,760 New