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Northern Trust

783 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

17% more capital invested

Capital invested by funds: $15.1B → $17.8B (+$2.63B)

8% more funds holding

Funds holding: 723783 (+60)

8% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $33.6M

0.87% more ownership

Funds ownership: 83.47%84.34% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 270

Holders
783
Holders Change
+60
Holders Change %
+8.3%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
125
Increased
251
Reduced
270
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
651
State of Wyoming
Wyoming
$70.1K -$3.07K -30 -4%
VCM
652
Versant Capital Management
Arizona
$70.1K +$18.1K +177 +35%
SAM
653
S.A. Mason
Michigan
$66.6K
CH
654
Cromwell Holdings
Wyoming
$65.2K
SL
655
Salomon & Ludwin
Virginia
$61.8K
IIM
656
Intact Investment Management
Quebec, Canada
$61.5K -$21.5K -210 -26%
SPIA
657
Steward Partners Investment Advisory
New York
$61.1K +$14K +137 +30%
DAM
658
Delta Asset Management
Tennessee
$57.9K
EB
659
Eastern Bank
Massachusetts
$57.6K
FF
660
Friedenthal Financial
New Jersey
$57.2K +$57K +558 New
LC
661
Lindbrook Capital
California
$56.6K -$1.53K -15 -3%
TCM
662
Tributary Capital Management
Nebraska
$56.1K
AAP
663
Arax Advisory Partners
Colorado
$55.7K +$102 +1 +0.2%
PS
664
Principal Securities
Iowa
$53.9K +$8.28K +81 +18%
AWM
665
Accredited Wealth Management
Kentucky
$53.3K +$52.8K +516 New
PCM
666
Penserra Capital Management
California
$52K +$51.4K +503 +2,794%
EWA
667
EverSource Wealth Advisors
Alabama
$50.6K +$22.9K +224 +83%
CAS
668
Coppell Advisory Solutions
Texas
$44.3K +$44.1K +431 New
TWD
669
True Wealth Design
Ohio
$43.6K +$19.8K +194 +84%
BGAI
670
Bruce G. Allen Investments
Colorado
$42.5K -$102 -1 -0.2%
DMBA
671
Deseret Mutual Benefit Administrators
Utah
$42.4K
BF
672
BOK Financial
Oklahoma
$40K
CT
673
Caldwell Trust
Florida
$39.1K
BIG
674
Brooklyn Investment Group
New York
$38.7K +$13.1K +128 +51%
AssetMark Inc
675
AssetMark Inc
California
$38.7K +$32.4K +317 +528%

NTRS Hedge Fund Activity: Q4 2024 in Review

783 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2024, worth a combined $17.8B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NTRS positions and 51 closed out — a net gain of 74 holders — while 251 added to existing stakes and 270 trimmed.

The largest buyer was KBC Group, adding an estimated $65.9M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 783 institutional investors held Northern Trust (NTRS) as of Q4 2024, up from 723 in Q3 2024.
  • Funds reported $17.8B of Northern Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 125 funds opened new Northern Trust positions in Q4 2024 and 51 closed out, a net change of +74 holders.
  • The largest Northern Trust buyer in Q4 2024 was KBC Group, an estimated $65.9M added.
  • The largest Northern Trust seller in Q4 2024 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.