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Northern Trust

775 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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding

Funds holding: 774775 (+1)

0% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $27.7M

8% less capital invested

Capital invested by funds: $17.8B → $16.4B (-$1.41B)

Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.6M
Puts
$27.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
751
Trifecta Capital Advisors
Illinois
$888
CWC
752
Carolinas Wealth Consulting
North Carolina
$691
PWA
753
Principia Wealth Advisory
Texas
$653
WA
754
WestEnd Advisors
North Carolina
$592
RWM
755
Rialto Wealth Management
New York
$592
HHGA
756
Halbert Hargrove Global Advisors
California
$592
HFS
757
Hughes Financial Services
Virginia
$588
WW
758
Winnow Wealth
Texas
$540
WTFG
759
Wood Tarver Financial Group
Idaho
$494
EWM
760
Evermay Wealth Management
Virginia
$494
CAWM
761
Capital A Wealth Management
Pennsylvania
$493
SWA
762
SOA Wealth Advisors
New York
$442
Q1WB
763
Quest 10 Wealth Builders
Virginia
$402
PWM
764
Parkworth Wealth Management
California
$395
WBC
765
West Branch Capital
Massachusetts
$344
BHWM
766
Bay Harbor Wealth Management
Maryland
$298
FMP
767
Financial Management Professionals
Texas
$296
PWAM
768
Private Wealth Asset Management
Iowa
$296
HIA
769
HFM Investment Advisors
New Jersey
$296
PWMG
770
Private Wealth Management Group
New Jersey
$198
TFM
771
TFC Financial Management
Massachusetts
$99
AWM
772
Activest Wealth Management
Florida
$99
RS
773
Rakuten Securities
Japan
$99
YDMI
774
Y.D. More Investments
Israel
$75
Norges Bank
775
Norges Bank
Norway