NTRS icon

Northern Trust

862 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, 281 increasing their positions, 294 reducing their positions, and 62 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
GCM
651
Gables Capital Management
Florida
$215K
IA
652
IFP Advisors
Florida
$214K
SCM
653
Stonehearth Capital Management
Massachusetts
$213K
HNB
654
Huntington National Bank
Ohio
$213K
MC
655
Machina Capital
France
$212K
TIA
656
Trust Investment Advisors
Indiana
$211K
DADC
657
D.A. Davidson & Co
Montana
$211K
KWA
658
Kingswood Wealth Advisors
California
$211K
CIA
659
Choate Investment Advisors
Massachusetts
$209K
IIC
660
Ironwood Investment Counsel
Arizona
$209K
NAM
661
NorthCrest Asset Manangement
Minnesota
$208K
ANTB
662
AMG National Trust Bank
Colorado
$206K
AF
663
Allworth Financial
California
$205K
PCM
664
Prelude Capital Management
New York
$203K
KFC
665
Klingenstein Fields & Co
New York
$203K
NRS
666
Neville Rodie & Shaw
New York
$202K
ACA
667
Aptus Capital Advisors
Alabama
$201K
SS
668
Sunbelt Securities
Texas
$194K
WANY
669
Wealthspire Advisors (New York)
New York
$194K
PS
670
Principal Securities
Iowa
$193K
C
671
Covestor
United Kingdom
$190K
EWA
672
EverSource Wealth Advisors
Alabama
$186K
MWPCG
673
Measured Wealth Private Client Group
New Hampshire
$186K
CI
674
CX Institutional
Indiana
$185K
CMBA
675
C.M. Bidwell & Associates
Hawaii
$184K