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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
DAM
701
Delta Asset Management
Tennessee
$76K
EB
702
Eastern Bank
Massachusetts
$75.6K
JWM
703
JPL Wealth Management
Colorado
$75.4K
OL
704
OneFund LLC
Florida
$73.5K
AWM
705
Accredited Wealth Management
Kentucky
$69.9K
RA
706
Ransom Advisory
Rhode Island
$67.3K
SIM
707
Sentry Investment Management
Wisconsin
$64K
SIC
708
SJS Investment Consulting
Ohio
$51.8K
WTC
709
WhitTier Trust Company
Nevada
$51.6K
LFG
710
Larson Financial Group
Missouri
$51.5K
CT
711
Caldwell Trust
Florida
$51.3K
TPCW
712
TD Private Client Wealth
New York
$49.9K
DMBA
713
Deseret Mutual Benefit Administrators
Utah
$48.7K
CB
714
CNB Bank
Pennsylvania
$46.4K
TCOV
715
Trust Company of Vermont
Vermont
$45.1K
GBT
716
Grove Bank & Trust
Florida
$44.8K
SSG
717
Summit Securities Group
New York
$44.6K
HWM
718
Hemington Wealth Management
Virginia
$44K
HIA
719
Harbor Investment Advisory
Maryland
$43.1K
FWM
720
Focused Wealth Management
New York
$40.4K
HFM
721
Harvest Fund Management
China
$39K
CAM
722
Close Asset Management
United Kingdom
$36K
PTC
723
Private Trust Company
Ohio
$35.5K
OIA
724
Optimum Investment Advisors
Illinois
$35.3K
BGA
725
Battery Global Advisors
Massachusetts
$32.4K