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Northern Trust

833 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 258 increasing their positions, 289 reducing their positions, and 75 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 capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7% more funds holding

Funds holding: 776833 (+57)

0.75% more ownership

Funds ownership: 85.09%85.84% (+0.75%)

11% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 289

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$305M
Puts
$257M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
751
Westside Investment Management
California
$10.5K
NC
752
NewSquare Capital
Pennsylvania
$10K
ZBNA
753
Zions Bancorporation, National Association
Utah
$9.76K
BWL
754
Bogart Wealth LLC
Virginia
$9.64K
DIP
755
DT Investment Partners
Pennsylvania
$9.51K
GRP
756
Global Retirement Partners
California
$9.32K
MSWA
757
Marshall & Sterling Wealth Advisors
New York
$9.26K
CFD
758
Creative Financial Designs
Indiana
$9K
SS
759
SBI Securities
Japan
$8.12K
CB
760
Centennial Bank
Arkansas
$7.61K
FWM
761
FSA Wealth Management
Massachusetts
$7.1K
PIM
762
Plato Investment Management
Australia
$6.57K
PWMG
763
Prestige Wealth Management Group
New Jersey
$6.5K
CIA
764
Cape Investment Advisory
Georgia
$6.09K
FFO
765
Fortitude Family Office
Arizona
$5.96K
MYIA
766
Mount Yale Investment Advisors
Colorado
$5.83K
RF
767
Rossby Financial
Florida
$5.71K
HHMI
768
Howard Hughes Medical Institute
Maryland
$5.33K
SWM
769
Spire Wealth Management
Virginia
$5.07K
OAJ
770
Ogorek Anthony Joseph
New York
$5K
BLC
771
Brown, Lisle/Cummings
Rhode Island
$4.69K
BFS
772
Bare Financial Services
Pennsylvania
$4.56K
TWD
773
True Wealth Design
Ohio
$4.44K
AWM
774
Abound Wealth Management
Tennessee
$4.31K
MA
775
MCF Advisors
Kentucky
$4.21K