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Northern Trust

870 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, 285 increasing their positions, 297 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

826% more call options, than puts

Call options by funds: $365M | Put options by funds: $39.4M

66% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 61

4% more funds holding

Funds holding: 839870 (+31)

2% more capital invested

Capital invested by funds: $21.2B → $21.5B (+$363M)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.94%83.38% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
870
Holders Change
+31
Holders Change %
+3.69%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
101
Increased
285
Reduced
297
Closed
61
Calls
$365M
Puts
$39.4M
Net Calls
+$326M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
751
HHM Wealth Advisors
Tennessee
$21.5K -$1.67K -13 -8%
WIM
752
Westside Investment Management
California
$21.5K +$10.6K +82 +100%
TWD
753
True Wealth Design
Ohio
$21.3K +$15.8K +123 +351%
GKIM
754
GW&K Investment Management
Massachusetts
$21K -$901 -7 -4%
BGAI
755
Bruce G. Allen Investments
Colorado
$20.9K
PGAM
756
Princeton Global Asset Management
New Jersey
$19.7K
WOC
757
West Oak Capital
California
$19.3K -$54K -420 -3%
SIC
758
Salem Investment Counselors
North Carolina
$18.8K
GG
759
Gleason Group
Kentucky
$18.5K
AGWCA
760
Annis Gardner Whiting Capital Advisors
Florida
$17.9K +$2.06K +16 +14%
TH
761
TCTC Holdings
Texas
$17.5K
BBPWM
762
Blue Bell Private Wealth Management
Pennsylvania
$17.2K +$2.19K +17 +15%
JWA
763
JFS Wealth Advisors
Pennsylvania
$17K
WAS
764
Winch Advisory Services
Wisconsin
$16.6K +$129 +1 +0.8%
IWM
765
IMG Wealth Management
Florida
$16.6K
RA
766
Rise Advisors
New York
$15.5K +$515 +4 +4%
Kayne Anderson Rudnick Investment Management
767
Kayne Anderson Rudnick Investment Management
California
$13.8K
TTIC
768
Tower Trust & Investment Company
Iowa
$13.6K
AP
769
Atwood & Palmer
Missouri
$13.5K
HI
770
Hoey Investments
Pennsylvania
$13.5K
NB
771
NBT Bank
New York
$13.5K
CCM
772
Chilton Capital Management
Texas
$13.5K +$12.9K +100 New
APW
773
Aventura Private Wealth
Florida
$13.2K +$11.6K +90 +1,125%
ZBNA
774
Zions Bancorporation, National Association
Utah
$12.9K +$2.44K +19 +25%
BMC
775
Bear Mountain Capital
Washington
$12.9K