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Northern Trust

783 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 251 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

17% more capital invested

Capital invested by funds: $15.1B → $17.8B (+$2.63B)

8% more funds holding

Funds holding: 723783 (+60)

8% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $33.6M

0.87% more ownership

Funds ownership: 83.47%84.34% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 270

Holders
783
Holders Change
+60
Holders Change %
+8.3%
% of All Funds
10.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
125
Increased
251
Reduced
270
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
726
TCTC Holdings
Texas
$6.66K +$6.65K +65 New
BWL
727
Bogart Wealth LLC
Virginia
$6.15K
CB
728
Centennial Bank
Arkansas
$6.15K
HIA
729
Harbor Investment Advisory
Maryland
$6.15K
SWM
730
Spire Wealth Management
Virginia
$6.09K +$2.45K +24 +69%
FWM
731
FSA Wealth Management
Massachusetts
$5.74K
Walleye Capital
732
Walleye Capital
New York
$5.64K -$233K -2,278 -98%
GRP
733
Global Retirement Partners
California
$5.56K -$5.01K -49 -48%
PWMG
734
Prestige Wealth Management Group
New Jersey
$5.27K
CIA
735
Cape Investment Advisory
Georgia
$5.02K +$102 +1 +2%
AWM
736
Abound Wealth Management
Tennessee
$3.48K
DF
737
Dunhill Financial
United Kingdom
$3.47K +$1.33K +13 +62%
GWM
738
Geneos Wealth Management
Colorado
$3.38K
SIM
739
Synergy Investment Management
Florida
$3.08K +$3.07K +30 New
RTL
740
Red Tortoise LLC
Georgia
$3.08K
CTWM
741
Cherry Tree Wealth Management
Minnesota
$2.67K
SIC
742
SJS Investment Consulting
Ohio
$2.36K -$204 -2 -8%
DPW
743
DiNuzzo Private Wealth
Pennsylvania
$2.36K +$204 +2 +10%
SO
744
Sierra Ocean
California
$2.06K +$2.04K +20 New
WWM
745
Wolff Wiese Magana
California
$2.05K
PS
746
Pinney & Scofield
Massachusetts
$2.05K +$2.04K +20 New
VWA
747
Valued Wealth Advisors
Utah
$1.65K
CSWM
748
Cassady Schiller Wealth Management
Ohio
$1.64K +$1.64K +16 New
WCM
749
WealthTrak Capital Management
Virginia
$1.54K +$1.53K +15 New
CA
750
CoreCap Advisors
Michigan
$1.44K -$102 -1 -7%

NTRS Hedge Fund Activity: Q4 2024 in Review

783 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2024, worth a combined $17.8B — up 17% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NTRS positions and 51 closed out — a net gain of 74 holders — while 251 added to existing stakes and 270 trimmed.

The largest buyer was KBC Group, adding an estimated $65.9M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 783 institutional investors held Northern Trust (NTRS) as of Q4 2024, up from 723 in Q3 2024.
  • Funds reported $17.8B of Northern Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 125 funds opened new Northern Trust positions in Q4 2024 and 51 closed out, a net change of +74 holders.
  • The largest Northern Trust buyer in Q4 2024 was KBC Group, an estimated $65.9M added.
  • The largest Northern Trust seller in Q4 2024 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2024.