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Northern Trust

723 hedge funds and large institutions have $15.1B invested in Northern Trust in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

50% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $45.9M

8% more capital invested

Capital invested by funds: $14B → $15.1B (+$1.14B)

4% more funds holding

Funds holding: 692723 (+31)

1.98% more ownership

Funds ownership: 81.49%83.47% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 264

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
723
Holders Change
+31
Holders Change %
+4.48%
% of All Funds
10.38%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
92
Increased
245
Reduced
264
Closed
54
Calls
$69.1M
Puts
$45.9M
Net Calls
+$23.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
701
Capital Analysts LLC
Pennsylvania
$1K
PCM
702
Penserra Capital Management
California
$1K
AW
703
Avion Wealth
Texas
$1K +$525 +6 +86%
RTC
704
Riverview Trust Company
Washington
$900 +$874 +10 New
TCA
705
Trifecta Capital Advisors
Illinois
$811
CHA
706
Carmichael Hill & Associates
Maryland
$721
CWC
707
Carolinas Wealth Consulting
North Carolina
$636
CA
708
Claris Advisors
Missouri
$630 +$612 +7 New
AFS
709
Annapolis Financial Services
Maryland
$596 +$612 +7 New
CA
710
Continuum Advisory
Idaho
$530 +$437 +5 New
JIP
711
Jaffetilchin Investment Partners
Florida
$458 +$437 +5 New
NL
712
NVWM LLC
Pennsylvania
$450
CAM
713
Chesapeake Asset Management
New York
$450 +$437 +5 New
CPG
714
Cornerstone Planning Group
New Jersey
$409
SWA
715
SOA Wealth Advisors
New York
$397
WA
716
WestEnd Advisors
North Carolina
$360 +$87 +1 +33%
CT
717
Colonial Trust
South Carolina
$360 +$350 +4 New
WBC
718
West Branch Capital
Massachusetts
$314 +$262 +3 New
PWMG
719
Private Wealth Management Group
New Jersey
$181 +$175 +2 New
TFM
720
TFC Financial Management
Massachusetts
$91 -$55.1K -630 -100%
MFG
721
Mendota Financial Group
Wisconsin
$91 +$87 +1 New
YDMI
722
Y.D. More Investments
Israel
$28 +$437 +5 +5%
BFPW
723
BOK Financial Private Wealth
Colorado
$7
DWM
724
Dogwood Wealth Management
Kansas
$2
IP
725
Interval Partners
New York
-$15M -171,393 Closed

NTRS Hedge Fund Activity: Q3 2024 in Review

723 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q3 2024, worth a combined $15.1B — up 8.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NTRS positions and 54 closed out — a net gain of 38 holders — while 245 added to existing stakes and 264 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $66.2M.

  • 723 institutional investors held Northern Trust (NTRS) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $15.1B of Northern Trust stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 92 funds opened new Northern Trust positions in Q3 2024 and 54 closed out, a net change of +38 holders.
  • The largest Northern Trust buyer in Q3 2024 was Fidelity Investments, an estimated $135M added.
  • The largest Northern Trust seller in Q3 2024 was Wellington Management Group, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2024.