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Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
776
Simplex Trading
Illinois
$62.8K +$64.7K +450 New
AGWCA
777
Annis Gardner Whiting Capital Advisors
Florida
$60K +$42.7K +297 +225%
RFS
778
Richardson Financial Services
Massachusetts
$58.5K +$60.3K +419 New
DAM
779
Delta Asset Management
Tennessee
$56.5K
TWD
780
True Wealth Design
Ohio
$56K +$12.5K +87 +28%
WTC
781
WhitTier Trust Company
Nevada
$55.9K
TFA
782
Transamerica Financial Advisors
Florida
$55.6K +$18.8K +131 +49%
TPCW
783
TD Private Client Wealth
New York
$54.6K +$1.87K +13 +3%
CT
784
Caldwell Trust
Florida
$53.2K
S
785
Sachetta
Massachusetts
$49.7K +$3.02K +21 +6%
CB
786
CNB Bank
Pennsylvania
$48.2K
WETS
787
Wealth Enhancement Trust Services
South Dakota
$47.5K
TFIPS
788
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.7K +$17.3K +120 +60%
JWM
789
JPL Wealth Management
Colorado
$44.4K +$45.8K +318 New
ZBNA
790
Zions Bancorporation, National Association
Utah
$44K +$6.76K +47 +18%
OCWP
791
Owl Creek Wealth Partners
Colorado
$44K +$45.3K +315 New
WSFG
792
Wall Street Financial Group
Illinois
$42.7K +$44K +306 New
HIA
793
Harbor Investment Advisory
Maryland
$42.3K -$8.63K -60 -17%
OW
794
Olistico Wealth
Oklahoma
$41.9K
HFM
795
Harvest Fund Management
China
$41K
PTC
796
Private Trust Company
Ohio
$40.9K +$2.59K +18 +7%
TLFA
797
True Link Financial Advisors
California
$37.7K +$38.8K +270 New
AA
798
Ancora Advisors
Ohio
$37.1K +$10.8K +75 +39%
IAIM
799
International Assets Investment Management
Florida
$35.8K -$863 -6 -2%
HPBT
800
Hickory Point Bank & Trust
Illinois
$34.9K +$36K +250 New