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Northern Trust
NTRS

Overview Fund Activity

774 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
Holders
774
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
10.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
85
Increased
273
Reduced
272
Closed
73
Calls
$27.6M
Puts
$27.7M
Net Calls
-$90K
Net Calls Change
-$2.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$109M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.8M
3
Invesco
Invesco
Georgia
+$55.1M
4
RCM
RNC Capital Management
California
+$41.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$38.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$70.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$46.5M
3
NI
Nuance Investments
Missouri
-$45.1M
4
ECM
ExodusPoint Capital Management
New York
-$42.7M
5
PCM
Polaris Capital Management
Massachusetts
-$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
751
Carolinas Wealth Consulting
North Carolina
$691 – – –
PWA
752
Principia Wealth Advisory
Texas
$653 +$280 +3 +75%
WA
753
WestEnd Advisors
North Carolina
$592 +$197 +2 +50%
RWM
754
Rialto Wealth Management
New York
$592 +$592 +6 New
HHGA
755
Halbert Hargrove Global Advisors
California
$592 +$592 +6 New
HFS
756
Hughes Financial Services
Virginia
$588 +$588 +6 New
WW
757
Winnow Wealth
Texas
$540 +$180 +2 +50%
WTFG
758
Wood Tarver Financial Group
Idaho
$494 – – –
EWM
759
Evermay Wealth Management
Virginia
$494 +$494 +5 New
CAWM
760
Capital A Wealth Management
Pennsylvania
$493 -$99 -1 -17%
SWA
761
SOA Wealth Advisors
New York
$442 – – –
Q1WB
762
Quest 10 Wealth Builders
Virginia
$402 +$402 +4 New
PWM
763
Parkworth Wealth Management
California
$395 +$99 +1 +33%
WBC
764
West Branch Capital
Massachusetts
$344 – – –
BHWM
765
Bay Harbor Wealth Management
Maryland
$298 +$298 +3 New
FMP
766
Financial Management Professionals
Texas
$296 – – –
HIA
767
HFM Investment Advisors
New Jersey
$296 +$296 +3 New
PWAM
768
Private Wealth Asset Management
Iowa
$296 +$296 +3 New
PWMG
769
Private Wealth Management Group
New Jersey
$198 – – –
TFM
770
TFC Financial Management
Massachusetts
$99 – – –
RS
771
Rakuten Securities
Japan
$99 +$99 +1 New
AWM
772
Activest Wealth Management
Florida
$99 +$99 +1 New
YDMI
773
Y.D. More Investments
Israel
$75 +$9 +34 +14%
Norges Bank
774
Norges Bank
Norway
– -$83.5M -815,119 Closed
ECM
775
ExodusPoint Capital Management
New York
– -$42.7M -416,731 Closed
29 30
31
32 33