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Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
676
Dana Investment Advisors
Wisconsin
$247K -$4.32K -30 -2%
AFG
677
Atomi Financial Group
New York
$247K +$11.4K +79 +5%
OIAM
678
OFI Invest Asset Management
France
$247K +$67.9K +472 +30%
KWM
679
Kingsview Wealth Management
Oregon
$246K -$8.78K -61 -3%
WANY
680
Wealthspire Advisors (New York)
New York
$243K -$171K -1,188 -41%
AC
681
Avestar Capital
New York
$241K -$27K -188 -10%
LRPA
682
L. Roy Papp & Associates
Arizona
$241K
ACA
683
Aptus Capital Advisors
Alabama
$240K -$34.7K -241 -12%
EP
684
Essential Partners
California
$239K
FDCP
685
Foster Dykema Cabot & Partners
Massachusetts
$238K
MWPCG
686
Measured Wealth Private Client Group
New Hampshire
$238K -$575 -4 -0.2%
AWM
687
AE Wealth Management
Kansas
$238K +$245K +1,705 New
PFM
688
Patton Fund Management
Texas
$237K
AIP
689
Ameritas Investment Partners
Nebraska
$233K -$10.4K -72 -4%
PCM
690
Parsons Capital Management
Rhode Island
$233K
SC
691
Saturna Capital
Washington
$233K
DWM
692
Drive Wealth Management
Utah
$231K +$2.16K +15 +0.9%
CWM
693
Cornerstone Wealth Management
Missouri
$231K -$1.44K -10 -0.6%
BTI
694
Blue Trust Inc
Georgia
$230K +$432 +3 +0.2%
NW
695
NewEdge Wealth
Pennsylvania
$230K -$129K -894 -35%
CIAS
696
CFS Investment Advisory Services
New Jersey
$230K +$208K +1,443 New
HA
697
Hanover Advisors
South Carolina
$230K +$237K +1,645 New
TCFP
698
Treasure Coast Financial Planning
Florida
$229K
AIM
699
Aspen Investment Management
Michigan
$228K -$18K -125 -7%
AWM
700
Aprio Wealth Management
Georgia
$228K +$235K +1,633 New