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Northern Trust
NTRS

Overview Fund Activity

772 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 248 increasing their positions, 266 reducing their positions, and 51 closing their positions.

Holders
772
Holders Change
+58
Holders Change %
+8.12%
% of All Funds
10.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
123
Increased
248
Reduced
266
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$98.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$153M
3
Cerity Partners
3
Cerity Partners
New York
$56.9M
4
State Street
4
State Street
Massachusetts
$947M
5
ECM
5
ExodusPoint Capital Management
New York
$42.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$304M
2
American Century Companies
2
American Century Companies
Missouri
$307M
3
NI
3
Nuance Investments
Missouri
$94.9M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$0
5
BlackRock
5
BlackRock
New York
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
751
BOK Financial Private Wealth
Colorado
$620 +$620 +6 New
CAWM
752
Capital A Wealth Management
Pennsylvania
$615 +$615 +6 New
OSNBOA
753
Old Second National Bank of Aurora
Illinois
$615 +$615 +6 New
NL
754
NVWM LLC
Pennsylvania
$513 – – –
CA
755
Continuum Advisory
Idaho
$513 – – –
SWA
756
SOA Wealth Advisors
New York
$456 – – –
CPG
757
Cornerstone Planning Group
New Jersey
$446 – – –
EBA
758
Eagle Bay Advisors
New York
$421 -$1.16K -11 -73%
AF
759
Advisornet Financial
Minnesota
$410 -$8.2K -80 -95%
WA
760
WestEnd Advisors
North Carolina
$410 – – –
PWA
761
Principia Wealth Advisory
Texas
$410 +$410 +4 New
WW
762
Winnow Wealth
Texas
$381 +$381 +4 New
WBC
763
West Branch Capital
Massachusetts
$357 – – –
FMP
764
Financial Management Professionals
Texas
$308 – – –
PWM
765
Parkworth Wealth Management
California
$308 +$308 +3 New
PWMG
766
Private Wealth Management Group
New Jersey
$205 – – –
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
$205 +$205 +2 New
NC
768
NewSquare Capital
Pennsylvania
$205 +$205 +2 New
SC
769
Stance Capital
Massachusetts
$205 +$205 +2 New
TFM
770
TFC Financial Management
Massachusetts
$103 – – –
YDMI
771
Y.D. More Investments
Israel
$70 +$38 +135 +118%
FMI
772
Fiduciary Management Inc
Wisconsin
– -$85.6M -950,338 Closed
IAIM
773
International Assets Investment Management
Florida
– -$152K -185,172 Closed
KCM
774
Kodai Capital Management
Illinois
– -$13.3M -147,525 Closed
AOI
775
Auto-Owners Insurance
Michigan
– -$10.8M -120,000 Closed
29 30
31
32 33