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Northern Trust

862 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, 281 increasing their positions, 294 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
CI Investments Inc
676
CI Investments Inc
Ontario, Canada
$180K
CFB
677
Cullen/Frost Bankers
Texas
$178K
AUB
678
Atlantic Union Bankshares
Virginia
$177K
FFC
679
First Financial Corp
Indiana
$175K
TCOT
680
Trust Company of Toledo
Ohio
$175K
CFO
681
CVA Family Office
Colorado
$173K
AssetMark Inc
682
AssetMark Inc
California
$171K
OWP
683
ORG Wealth Partners
Texas
$171K
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K
IBOK
685
Independence Bank of Kentucky
Kentucky
$158K
CBT
686
CoreFirst Bank & Trust
Kansas
$152K
CPG
687
Cornerstone Planning Group
New Jersey
$150K
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$143K
HI
689
Harbour Investments
Wisconsin
$139K
WSFS
690
Wilmington Savings Fund Society
Delaware
$136K
SAM
691
Smartleaf Asset Management
Massachusetts
$136K
FMB
692
Field & Main Bank
Kentucky
$135K
SP
693
Saranac Partners
$135K
SPIA
694
Steward Partners Investment Advisory
New York
$132K
RFA
695
Reyes Financial Architecture
California
$122K
PFBT
696
Parkside Financial Bank & Trust
Missouri
$114K
O
697
Ossiam
France
$113K
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
HRC
699
Hoertkorn Richard Charles
$108K
LS
700
Livforsakringsbolaget Skandia
Sweden
$107K