NTRS icon

Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
CT
726
Clearstead Trust
Maine
$30.8K
HPC
727
HM Payson & Co
Maine
$29.6K
HFS
728
Hantz Financial Services
Michigan
$27K
TFIPS
729
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.9K
ADL
730
Asset Dedication LLC
California
$26.2K
TCM
731
Triumph Capital Management
Colorado
$24.9K
WT
732
Whittier Trust
California
$24.6K
GRP
733
Global Retirement Partners
California
$23.5K
TFA
734
Transamerica Financial Advisors
Florida
$23.2K
HWA
735
HHM Wealth Advisors
Tennessee
$21.5K
WIM
736
Westside Investment Management
California
$21.5K
TWD
737
True Wealth Design
Ohio
$21.3K
GKIM
738
GW&K Investment Management
Massachusetts
$21K
BGAI
739
Bruce G. Allen Investments
Colorado
$20.9K
PGAM
740
Princeton Global Asset Management
New Jersey
$19.7K
WOC
741
West Oak Capital
California
$19.3K
SIC
742
Salem Investment Counselors
North Carolina
$18.8K
GG
743
Gleason Group
Kentucky
$18.5K
AGWCA
744
Annis Gardner Whiting Capital Advisors
Florida
$17.9K
TH
745
TCTC Holdings
Texas
$17.5K
BBPWM
746
Blue Bell Private Wealth Management
Pennsylvania
$17.2K
JWA
747
JFS Wealth Advisors
Pennsylvania
$17K
WAS
748
Winch Advisory Services
Wisconsin
$16.6K
IWM
749
IMG Wealth Management
Florida
$16.6K
RA
750
Rise Advisors
New York
$15.5K