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Northern Trust

868 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: 85.91%83.34% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
868
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
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K
HRC
702
Hoertkorn Richard Charles
$108K
LS
703
Livforsakringsbolaget Skandia
Sweden
$107K
TWC
704
TD Waterhouse Canada
Ontario, Canada
$98.4K
WBC
705
Westpac Banking Corp
Australia
$97.9K
AC
706
AlphaCore Capital
California
$95.7K
DZ Bank
707
DZ Bank
Germany
$91.3K
SL
708
Salomon & Ludwin
Virginia
$90.3K
CH
709
Cromwell Holdings
Wyoming
$89K
TFGT
710
TS Financial Group (TSFG)
Illinois
$88K
Loomis, Sayles & Company
711
Loomis, Sayles & Company
Massachusetts
$85.9K
BC
712
Bayforest Capital
United Kingdom
$80.8K
RFP
713
Root Financial Partners
California
$77K
DAM
714
Delta Asset Management
Tennessee
$76K
EB
715
Eastern Bank
Massachusetts
$75.6K
JWM
716
JPL Wealth Management
Colorado
$75.4K
OL
717
OneFund LLC
Florida
$73.5K
AWM
718
Accredited Wealth Management
Kentucky
$69.9K
RA
719
Ransom Advisory
Rhode Island
$67.3K
SIM
720
Sentry Investment Management
Wisconsin
$64K
SIC
721
SJS Investment Consulting
Ohio
$51.8K
WTC
722
WhitTier Trust Company
Nevada
$51.6K
LFG
723
Larson Financial Group
Missouri
$51.5K
CT
724
Caldwell Trust
Florida
$51.3K
TPCW
725
TD Private Client Wealth
New York
$49.9K