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Northern Trust

870 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, 285 increasing their positions, 297 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

826% more call options, than puts

Call options by funds: $365M | Put options by funds: $39.4M

66% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 61

4% more funds holding

Funds holding: 839870 (+31)

2% more capital invested

Capital invested by funds: $21.2B → $21.5B (+$363M)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.94%83.38% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
870
Holders Change
+31
Holders Change %
+3.69%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
101
Increased
285
Reduced
297
Closed
61
Calls
$365M
Puts
$39.4M
Net Calls
+$326M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
726
Caldwell Trust
Florida
$51.3K
TPCW
727
TD Private Client Wealth
New York
$49.9K +$1.54K +12 +3%
DMBA
728
Deseret Mutual Benefit Administrators
Utah
$48.7K -$6.69K -52 -13%
CB
729
CNB Bank
Pennsylvania
$46.4K
TCOV
730
Trust Company of Vermont
Vermont
$45.1K
GBT
731
Grove Bank & Trust
Florida
$44.8K
SSG
732
Summit Securities Group
New York
$44.6K +$25.7K +200 +153%
HWM
733
Hemington Wealth Management
Virginia
$44K +$2.44K +19 +6%
HIA
734
Harbor Investment Advisory
Maryland
$43.1K
PPA
735
Painted Porch Advisors
California
$43.1K
FWM
736
Focused Wealth Management
New York
$40.4K +$38.6K +300 New
HFM
737
Harvest Fund Management
China
$39K
CAM
738
Close Asset Management
United Kingdom
$36K
PTC
739
Private Trust Company
Ohio
$35.5K
OIA
740
Optimum Investment Advisors
Illinois
$35.3K
BGA
741
Battery Global Advisors
Massachusetts
$32.4K
CT
742
Clearstead Trust
Maine
$30.8K
HPC
743
HM Payson & Co
Maine
$29.6K
HFS
744
Hantz Financial Services
Michigan
$27K -$1.42K -11 -5%
TFIPS
745
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.9K
ADL
746
Asset Dedication LLC
California
$26.2K
FIA
747
FNY Investment Advisers
New York
$26K
WT
748
Whittier Trust
California
$24.6K
GRP
749
Global Retirement Partners
California
$23.5K +$13K +101 +136%
TFA
750
Transamerica Financial Advisors
Florida
$23.2K +$22.1K +172 New