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Northern Trust
NTRS

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: 723 → 783 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
KBC Group
KBC Group
Belgium
+$65.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$57.6M
3
Cerity Partners
Cerity Partners
New York
+$46.5M
4
State Street
State Street
Massachusetts
+$43.8M
5
ECM
ExodusPoint Capital Management
New York
+$42.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$136M
2
American Century Companies
American Century Companies
Missouri
-$109M
3
NI
Nuance Investments
Missouri
-$92.1M
4
FMI
Fiduciary Management Inc
Wisconsin
-$85.6M
5
BlackRock
BlackRock
New York
-$51.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
751
Core Alternative Capital
Georgia
$1.33K – – –
KFI
752
Key Financial Inc
Pennsylvania
$1.23K – – –
CWP
753
Clark Wealth Partners
Illinois
$1.13K +$1.13K +11 New
RTC
754
Riverview Trust Company
Washington
$1.02K – – –
NRG
755
Nemes Rush Group
Michigan
$1.02K +$1.02K +10 New
CAL
756
Capital Advisors Ltd
Ohio
$1K – – –
AW
757
Avion Wealth
Texas
$1K +$511 +5 +38%
TCA
758
Trifecta Capital Advisors
Illinois
$923 – – –
GFPC
759
Global Financial Private Client
Florida
$820 +$818 +8 New
CWC
760
Carolinas Wealth Consulting
North Carolina
$723 – – –
BFPW
761
BOK Financial Private Wealth
Colorado
$620 +$613 +6 New
CAWM
762
Capital A Wealth Management
Pennsylvania
$615 +$613 +6 New
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$615 +$613 +6 New
CA
764
Continuum Advisory
Idaho
$513 – – –
NL
765
NVWM LLC
Pennsylvania
$513 – – –
CAM
766
Chesapeake Asset Management
New York
$512 – – –
SWA
767
SOA Wealth Advisors
New York
$456 – – –
CPG
768
Cornerstone Planning Group
New Jersey
$446 – – –
EBA
769
Eagle Bay Advisors
New York
$421 -$1.13K -11 -73%
AF
770
Advisornet Financial
Minnesota
$410 -$8.18K -80 -95%
WA
771
WestEnd Advisors
North Carolina
$410 – – –
PWA
772
Principia Wealth Advisory
Texas
$410 +$409 +4 New
WW
773
Winnow Wealth
Texas
$381 +$409 +4 New
WBC
774
West Branch Capital
Massachusetts
$357 – – –
FMP
775
Financial Management Professionals
Texas
$308 – – –
29 30
31
32 33

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.