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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
HNB
701
Huntington National Bank
Ohio
$227K -$7.63K -53 -3%
HAG
702
HighPoint Advisor Group
Illinois
$226K -$536K -3,727 -70%
GCM
703
Gables Capital Management
Florida
$223K
CWG
704
Cornerstone Wealth Group
North Carolina
$223K +$186K +1,296 New
SCM
705
Stonehearth Capital Management
Massachusetts
$221K
PPW
706
Parcion Private Wealth
Washington
$221K +$228K +1,582 New
MCM
707
MV Capital Management
Maryland
$219K -$18.6K -129 -8%
WIA
708
World Investment Advisors
California
$219K +$226K +1,569 New
RW
709
Rockport Wealth
Ohio
$217K
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$216K -$1.58K -11 -0.7%
G
711
GenTrust
Florida
$216K +$221K +1,539 New
PFA
712
Pure Financial Advisors
California
$215K +$222K +1,544 New
AP
713
Appleton Partners
Massachusetts
$215K
TAM
714
Tocqueville Asset Management
New York
$214K +$221K +1,536 New
CPA
715
Capital Performance Advisors
California
$214K +$221K +1,535 New
ANTB
716
AMG National Trust Bank
Colorado
$214K
FMLI
717
Fukoku Mutual Life Insurance
Japan
$212K
EH
718
Equitable Holdings
New York
$211K +$2.16K +15 +1%
KFC
719
Klingenstein Fields & Co
New York
$211K
CAU
720
Caxton Associates (UK)
$211K +$217K +1,509 New
CFO
721
CVA Family Office
Colorado
$210K +$32.4K +225 +18%
CI
722
CX Institutional
Indiana
$210K +$2.3K +16 +1%
SPIA
723
Steward Partners Investment Advisory
New York
$210K +$83.9K +583 +63%
NRS
724
Neville Rodie & Shaw
New York
$209K
FFA
725
Fi3 Financial Advisors
Indiana
$209K +$214K +1,490 New