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Northern Trust

862 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, 281 increasing their positions, 294 reducing their positions, and 62 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
PGAM
751
Princeton Global Asset Management
New Jersey
$19.7K
WOC
752
West Oak Capital
California
$19.3K
SIC
753
Salem Investment Counselors
North Carolina
$18.8K
GG
754
Gleason Group
Kentucky
$18.5K
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$17.9K
TH
756
TCTC Holdings
Texas
$17.5K
BBPWM
757
Blue Bell Private Wealth Management
Pennsylvania
$17.2K
JWA
758
JFS Wealth Advisors
Pennsylvania
$17K
WAS
759
Winch Advisory Services
Wisconsin
$16.6K
IWM
760
IMG Wealth Management
Florida
$16.6K
RA
761
Rise Advisors
New York
$15.5K
Kayne Anderson Rudnick Investment Management
762
Kayne Anderson Rudnick Investment Management
California
$13.8K
TTIC
763
Tower Trust & Investment Company
Iowa
$13.6K
HI
764
Hoey Investments
Pennsylvania
$13.5K
NB
765
NBT Bank
New York
$13.5K
AP
766
Atwood & Palmer
Missouri
$13.5K
CCM
767
Chilton Capital Management
Texas
$13.5K
APW
768
Aventura Private Wealth
Florida
$13.2K
ZBNA
769
Zions Bancorporation, National Association
Utah
$12.9K
BMC
770
Bear Mountain Capital
Washington
$12.9K
BWAM
771
Boyd Watterson Asset Management
Ohio
$12.8K
BIA
772
Bell Investment Advisors
California
$12.1K
BWL
773
Bogart Wealth LLC
Virginia
$11K
MCM
774
Manchester Capital Management
Vermont
$10.8K
DIP
775
DT Investment Partners
Pennsylvania
$10.1K