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Northern Trust

868 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, 283 increasing their positions, 297 reducing their positions, and 61 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.91%83.34% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
868
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
MWPCG
676
Measured Wealth Private Client Group
New Hampshire
$186K
CI
677
CX Institutional
Indiana
$185K
CMBA
678
C.M. Bidwell & Associates
Hawaii
$184K
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$180K
CFB
680
Cullen/Frost Bankers
Texas
$178K
AUB
681
Atlantic Union Bankshares
Virginia
$177K
FFC
682
First Financial Corp
Indiana
$175K
TCOT
683
Trust Company of Toledo
Ohio
$175K
CFO
684
CVA Family Office
Colorado
$173K
AssetMark Inc
685
AssetMark Inc
California
$171K
OWP
686
ORG Wealth Partners
Texas
$171K
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K
IBOK
688
Independence Bank of Kentucky
Kentucky
$158K
CBT
689
CoreFirst Bank & Trust
Kansas
$152K
CPG
690
Cornerstone Planning Group
New Jersey
$150K
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$143K
HI
692
Harbour Investments
Wisconsin
$139K
WSFS
693
Wilmington Savings Fund Society
Delaware
$136K
SAM
694
Smartleaf Asset Management
Massachusetts
$136K
FMB
695
Field & Main Bank
Kentucky
$135K
SP
696
Saranac Partners
$135K
SPIA
697
Steward Partners Investment Advisory
New York
$132K
RFA
698
Reyes Financial Architecture
California
$122K
PFBT
699
Parkside Financial Bank & Trust
Missouri
$114K
O
700
Ossiam
France
$113K