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Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
IBOK
676
Independence Bank of Kentucky
Kentucky
$158K
CBT
677
CoreFirst Bank & Trust
Kansas
$152K
CPG
678
Cornerstone Planning Group
New Jersey
$150K
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$143K
HI
680
Harbour Investments
Wisconsin
$139K
WSFS
681
Wilmington Savings Fund Society
Delaware
$136K
SAM
682
Smartleaf Asset Management
Massachusetts
$136K
FMB
683
Field & Main Bank
Kentucky
$135K
SPIA
684
Steward Partners Investment Advisory
New York
$132K
RFA
685
Reyes Financial Architecture
California
$122K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$114K
O
687
Ossiam
France
$113K
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
HRC
689
Hoertkorn Richard Charles
$108K
LS
690
Livforsakringsbolaget Skandia
Sweden
$107K
TWC
691
TD Waterhouse Canada
Ontario, Canada
$98.4K
WBC
692
Westpac Banking Corp
Australia
$97.9K
AC
693
AlphaCore Capital
California
$95.7K
DZ Bank
694
DZ Bank
Germany
$91.3K
SL
695
Salomon & Ludwin
Virginia
$90.3K
CH
696
Cromwell Holdings
Wyoming
$89K
TFGT
697
TS Financial Group (TSFG)
Illinois
$88K
Loomis, Sayles & Company
698
Loomis, Sayles & Company
Massachusetts
$85.9K
BC
699
Bayforest Capital
United Kingdom
$80.8K
RFP
700
Root Financial Partners
California
$77K