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Northern Trust

862 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, 281 increasing their positions, 294 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
TWC
701
TD Waterhouse Canada
Ontario, Canada
$98.4K
WBC
702
Westpac Banking Corp
Australia
$97.9K
AC
703
AlphaCore Capital
California
$95.7K
DZ Bank
704
DZ Bank
Germany
$91.3K
SL
705
Salomon & Ludwin
Virginia
$90.3K
CH
706
Cromwell Holdings
Wyoming
$89K
TFGT
707
TS Financial Group (TSFG)
Illinois
$88K
Loomis, Sayles & Company
708
Loomis, Sayles & Company
Massachusetts
$85.9K
BC
709
Bayforest Capital
United Kingdom
$80.8K
RFP
710
Root Financial Partners
California
$77K
DAM
711
Delta Asset Management
Tennessee
$76K
EB
712
Eastern Bank
Massachusetts
$75.6K
JWM
713
JPL Wealth Management
Colorado
$75.4K
OL
714
OneFund LLC
Florida
$73.5K
AWM
715
Accredited Wealth Management
Kentucky
$69.9K
RA
716
Ransom Advisory
Rhode Island
$67.3K
SIM
717
Sentry Investment Management
Wisconsin
$64K
SIC
718
SJS Investment Consulting
Ohio
$51.8K
WTC
719
WhitTier Trust Company
Nevada
$51.6K
LFG
720
Larson Financial Group
Missouri
$51.5K
CT
721
Caldwell Trust
Florida
$51.3K
TPCW
722
TD Private Client Wealth
New York
$49.9K
DMBA
723
Deseret Mutual Benefit Administrators
Utah
$48.7K
CB
724
CNB Bank
Pennsylvania
$46.4K
TCOV
725
Trust Company of Vermont
Vermont
$45.1K