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Northern Trust

867 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 283 increasing their positions, 297 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.92%83.35% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
867
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
$365M
Puts
$39.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
751
GW&K Investment Management
Massachusetts
$21K
BGAI
752
Bruce G. Allen Investments
Colorado
$20.9K
PGAM
753
Princeton Global Asset Management
New Jersey
$19.7K
WOC
754
West Oak Capital
California
$19.3K
SIC
755
Salem Investment Counselors
North Carolina
$18.8K
GG
756
Gleason Group
Kentucky
$18.5K
AGWCA
757
Annis Gardner Whiting Capital Advisors
Florida
$17.9K
TH
758
TCTC Holdings
Texas
$17.5K
BBPWM
759
Blue Bell Private Wealth Management
Pennsylvania
$17.2K
JWA
760
JFS Wealth Advisors
Pennsylvania
$17K
WAS
761
Winch Advisory Services
Wisconsin
$16.6K
IWM
762
IMG Wealth Management
Florida
$16.6K
RA
763
Rise Advisors
New York
$15.5K
Kayne Anderson Rudnick Investment Management
764
Kayne Anderson Rudnick Investment Management
California
$13.8K
TTIC
765
Tower Trust & Investment Company
Iowa
$13.6K
HI
766
Hoey Investments
Pennsylvania
$13.5K
NB
767
NBT Bank
New York
$13.5K
AP
768
Atwood & Palmer
Missouri
$13.5K
CCM
769
Chilton Capital Management
Texas
$13.5K
APW
770
Aventura Private Wealth
Florida
$13.2K
ZBNA
771
Zions Bancorporation, National Association
Utah
$12.9K
BMC
772
Bear Mountain Capital
Washington
$12.9K
BWAM
773
Boyd Watterson Asset Management
Ohio
$12.8K
BIA
774
Bell Investment Advisors
California
$12.1K
BWL
775
Bogart Wealth LLC
Virginia
$11K