We are live on ! Find out more
NTRS icon

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
CW
651
CreativeOne Wealth
Kansas
$239K -$169K -1,285 -42%
AIP
652
Ameritas Investment Partners
Nebraska
$238K
RFN
653
RDA Financial Network
Iowa
$237K -$11.4K -87 -5%
MIM
654
Morningstar Investment Management
Illinois
$237K -$67.5K -514 -23%
PA
655
Parallel Advisors
California
$237K +$3.94K +30 +2%
LRPA
656
L. Roy Papp & Associates
Arizona
$235K
MWPCG
657
Measured Wealth Private Client Group
New Hampshire
$234K +$43.6K +332 +24%
EP
658
Essential Partners
California
$234K +$157K +1,199 +234%
FDCP
659
Foster Dykema Cabot & Partners
Massachusetts
$233K
WPC
660
Wedmont Private Capital
Pennsylvania
$233K +$215K +1,635 New
MCM
661
MV Capital Management
Maryland
$232K +$20.5K +156 +10%
MCP
662
Miller Capital Partners
Michigan
$232K +$223K +1,700 New
PFM
663
Patton Fund Management
Texas
$232K -$92.7K -706 -29%
AFG
664
Atomi Financial Group
New York
$231K +$3.28K +25 +2%
HNB
665
Huntington National Bank
Ohio
$230K +$13.1K +100 +6%
FNBT
666
FineMark National Bank & Trust
Florida
$228K +$219K +1,670 New
PCM
667
Parsons Capital Management
Rhode Island
$228K
SC
668
Saturna Capital
Washington
$228K
CWM
669
Cornerstone Wealth Management
Missouri
$227K
BTI
670
Blue Trust Inc
Georgia
$225K
TCFP
671
Treasure Coast Financial Planning
Florida
$225K
DWM
672
Drive Wealth Management
Utah
$224K +$214K +1,629 New
AFP
673
Ausdal Financial Partners
Iowa
$221K -$29.8K -227 -12%
HAM
674
Harmony Asset Management
Arizona
$221K
FCM
675
Fieldview Capital Management
Michigan
$219K +$211K +1,605 New