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Northern Trust

775 hedge funds and large institutions have $16.4B invested in Northern Trust in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 273 increasing their positions, 272 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding

Funds holding: 774775 (+1)

0% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $27.7M

8% less capital invested

Capital invested by funds: $17.8B → $16.4B (-$1.41B)

Holders
775
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
$27.6M
Puts
$27.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
726
Synergy Investment Management
Florida
$2.96K
RTL
727
Red Tortoise LLC
Georgia
$2.96K
DPW
728
DiNuzzo Private Wealth
Pennsylvania
$2.76K
CTWM
729
Cherry Tree Wealth Management
Minnesota
$2.56K
CA
730
CoreCap Advisors
Michigan
$2.56K
SIC
731
SJS Investment Consulting
Ohio
$2.37K
GFPC
732
Global Financial Private Client
Florida
$2.17K
DF
733
Dunhill Financial
United Kingdom
$2.02K
SO
734
Sierra Ocean
California
$1.98K
PS
735
Pinney & Scofield
Massachusetts
$1.97K
WWM
736
Wolff Wiese Magana
California
$1.97K
AG
737
AmeriFlex Group
Nevada
$1.97K
VWA
738
Valued Wealth Advisors
Utah
$1.59K
WCM
739
WealthTrak Capital Management
Virginia
$1.48K
CPG
740
Cornerstone Planning Group
New Jersey
$1.36K
CAC
741
Core Alternative Capital
Georgia
$1.28K
KFI
742
Key Financial Inc
Pennsylvania
$1.18K
AF
743
Advisornet Financial
Minnesota
$1.08K
FCAS
744
First Command Advisory Services
Texas
$1.08K
PCM
745
Penserra Capital Management
California
$1K
CAL
746
Capital Advisors Ltd
Ohio
$1K
AW
747
Avion Wealth
Texas
$1K
NRG
748
Nemes Rush Group
Michigan
$987
NL
749
NVWM LLC
Pennsylvania
$987
HWP
750
Highline Wealth Partners
California
$987