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Northern Trust

867 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, 283 increasing their positions, 297 reducing their positions, and 61 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.92%83.35% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
867
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
HRC
701
Hoertkorn Richard Charles
$108K
LS
702
Livforsakringsbolaget Skandia
Sweden
$107K
TWC
703
TD Waterhouse Canada
Ontario, Canada
$98.4K
WBC
704
Westpac Banking Corp
Australia
$97.9K
AC
705
AlphaCore Capital
California
$95.7K
DZ Bank
706
DZ Bank
Germany
$91.3K
SL
707
Salomon & Ludwin
Virginia
$90.3K
CH
708
Cromwell Holdings
Wyoming
$89K
TFGT
709
TS Financial Group (TSFG)
Illinois
$88K
Loomis, Sayles & Company
710
Loomis, Sayles & Company
Massachusetts
$85.9K
BC
711
Bayforest Capital
United Kingdom
$80.8K
RFP
712
Root Financial Partners
California
$77K
DAM
713
Delta Asset Management
Tennessee
$76K
EB
714
Eastern Bank
Massachusetts
$75.6K
JWM
715
JPL Wealth Management
Colorado
$75.4K
OL
716
OneFund LLC
Florida
$73.5K
AWM
717
Accredited Wealth Management
Kentucky
$69.9K
RA
718
Ransom Advisory
Rhode Island
$67.3K
SIM
719
Sentry Investment Management
Wisconsin
$64K
SIC
720
SJS Investment Consulting
Ohio
$51.8K
WTC
721
WhitTier Trust Company
Nevada
$51.6K
LFG
722
Larson Financial Group
Missouri
$51.5K
CT
723
Caldwell Trust
Florida
$51.3K
TPCW
724
TD Private Client Wealth
New York
$49.9K
DMBA
725
Deseret Mutual Benefit Administrators
Utah
$48.7K