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Northern Trust

772 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 248 increasing their positions, 266 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+58
Holders Change %
+8.12%
% of All Funds
10.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
123
Increased
248
Reduced
266
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
726
Cape Investment Advisory
Georgia
$5.02K +$103 +1 +2%
AWM
727
Abound Wealth Management
Tennessee
$3.49K
DF
728
Dunhill Financial
United Kingdom
$3.47K +$1.33K +13 +62%
GWM
729
Geneos Wealth Management
Colorado
$3.38K
SIM
730
Synergy Investment Management
Florida
$3.08K +$3.08K +30 New
RTL
731
Red Tortoise LLC
Georgia
$3.08K
CTWM
732
Cherry Tree Wealth Management
Minnesota
$2.67K
SIC
733
SJS Investment Consulting
Ohio
$2.36K -$205 -2 -8%
DPW
734
DiNuzzo Private Wealth
Pennsylvania
$2.36K +$205 +2 +10%
SO
735
Sierra Ocean
California
$2.06K +$2.06K +20 New
WWM
736
Wolff Wiese Magana
California
$2.05K
PS
737
Pinney & Scofield
Massachusetts
$2.05K +$2.05K +20 New
VWA
738
Valued Wealth Advisors
Utah
$1.65K
CSWM
739
Cassady Schiller Wealth Management
Ohio
$1.64K +$1.64K +16 New
WCM
740
WealthTrak Capital Management
Virginia
$1.54K +$1.54K +15 New
CA
741
CoreCap Advisors
Michigan
$1.44K -$103 -1 -7%
CAC
742
Core Alternative Capital
Georgia
$1.33K
KFI
743
Key Financial Inc
Pennsylvania
$1.23K
RTC
744
Riverview Trust Company
Washington
$1.03K
NRG
745
Nemes Rush Group
Michigan
$1.03K +$1.03K +10 New
CAL
746
Capital Advisors Ltd
Ohio
$1K
AW
747
Avion Wealth
Texas
$1K +$278 +5 +38%
TCA
748
Trifecta Capital Advisors
Illinois
$923
GFPC
749
Global Financial Private Client
Florida
$820 +$820 +8 New
CWC
750
Carolinas Wealth Consulting
North Carolina
$723