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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
WWC
676
Waypoint Wealth Counsel
Georgia
$219K +$210K +1,601 New
GCM
677
Gables Capital Management
Florida
$219K
GT
678
Glenview Trust
Kentucky
$218K -$52.1K -397 -20%
SCM
679
Stonehearth Capital Management
Massachusetts
$216K
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$213K -$8.14K -62 -4%
RW
681
Rockport Wealth
Ohio
$213K -$10.1K -77 -5%
NL
682
NWAM LLC
Washington
$211K +$185K +1,411 New
AP
683
Appleton Partners
Massachusetts
$210K -$9.85K -75 -5%
ANTB
684
AMG National Trust Bank
Colorado
$209K
EH
685
Equitable Holdings
New York
$209K +$201K +1,528 New
SAW
686
Signal Advisors Wealth
Michigan
$208K +$200K +1,524 New
FMLI
687
Fukoku Mutual Life Insurance
Japan
$207K -$11.3K -86 -5%
KFC
688
Klingenstein Fields & Co
New York
$206K
CTC
689
Central Trust Company
Missouri
$206K -$13.1K -100 -6%
SIA
690
Soltis Investment Advisors
Utah
$205K +$197K +1,504 New
DADC
691
D.A. Davidson & Co
Montana
$205K -$8.67K -66 -4%
NRS
692
Neville Rodie & Shaw
New York
$205K
CI
693
CX Institutional
Indiana
$203K +$15.5K +118 +9%
CCG
694
Cypress Capital Group
Florida
$202K +$194K +1,480 New
PS
695
Principal Securities
Iowa
$202K +$6.17K +47 +3%
LC
696
Lincoln Capital
Nebraska
$201K +$193K +1,468 New
SS
697
Sunbelt Securities
Texas
$198K +$525 +4 +0.3%
CMBA
698
C.M. Bidwell & Associates
Hawaii
$195K +$7.88K +60 +4%
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$192K +$185K +1,407 New
AC
700
AlphaCore Capital
California
$186K +$85.3K +650 +92%