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Northern Trust
NTRS

Overview Fund Activity

827 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 256 increasing their positions, 288 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
11.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
139
Increased
256
Reduced
288
Closed
75
Calls
$305M
Puts
$257M
Net Calls
+$47.8M
Net Calls Change
+$47.8M

Top Buyers

1
Primecap Management
Primecap Management
California
$988M
2
Citadel Advisors
Citadel Advisors
Florida
$84.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$83.3M
4
RCM
Rokos Capital Management
United Kingdom
$73.9M
5
LSV Asset Management
LSV Asset Management
Illinois
$102M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$268M
2
Amundi
Amundi
France
$75.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$915M
4
AI
Ariel Investments
Illinois
$175M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
751
Global Retirement Partners
California
$9.32K +$9.32K +74 New
MSWA
752
Marshall & Sterling Wealth Advisors
New York
$9.26K – – –
CFD
753
Creative Financial Designs
Indiana
$9K -$2.54K -20 -22%
SS
754
SBI Securities
Japan
$8.12K -$380 -3 -4%
CB
755
Centennial Bank
Arkansas
$7.61K – – –
FWM
756
FSA Wealth Management
Massachusetts
$7.1K – – –
PIM
757
Plato Investment Management
Australia
$6.57K -$1.64M -12,957 -100%
PWMG
758
Prestige Wealth Management Group
New Jersey
$6.51K – – –
CIA
759
Cape Investment Advisory
Georgia
$6.09K -$127 -1 -2%
FFO
760
Fortitude Family Office
Arizona
$5.96K +$5.96K +47 New
MYIA
761
Mount Yale Investment Advisors
Colorado
$5.83K +$5.83K +46 New
RF
762
Rossby Financial
Florida
$5.71K +$1.14K +9 +25%
HHMI
763
Howard Hughes Medical Institute
Maryland
$5.33K +$5.33K +42 New
SWM
764
Spire Wealth Management
Virginia
$5.07K +$761 +6 +18%
OAJ
765
Ogorek Anthony Joseph
New York
$5K -$7.72K -71 -61%
BLC
766
Brown, Lisle/Cummings
Rhode Island
$4.69K – – –
BFS
767
Bare Financial Services
Pennsylvania
$4.56K +$4.56K +36 New
TWD
768
True Wealth Design
Ohio
$4.44K -$28.5K -225 -87%
AWM
769
Abound Wealth Management
Tennessee
$4.31K – – –
MA
770
MCF Advisors
Kentucky
$4.21K – – –
GWM
771
Geneos Wealth Management
Colorado
$4.18K -$4.18K -33 -50%
RTL
772
Red Tortoise LLC
Georgia
$3.8K – – –
DPW
773
DiNuzzo Private Wealth
Pennsylvania
$3.55K – – –
CTWM
774
Cherry Tree Wealth Management
Minnesota
$3.3K – – –
RWM
775
Rialto Wealth Management
New York
$3.04K +$2.28K +18 +300%
29 30
31
32 33