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Northern Trust
NTRS

Overview Fund Activity

827 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 256 increasing their positions, 288 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
11.09%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
139
Increased
256
Reduced
288
Closed
75
Calls
$305M
Puts
$257M
Net Calls
+$47.8M
Net Calls Change
+$47.8M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$988M
2
Citadel Advisors
2
Citadel Advisors
Florida
$84.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$83.3M
4
RCM
4
Rokos Capital Management
United Kingdom
$73.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$102M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$268M
2
Amundi
2
Amundi
France
$75.7M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$915M
4
AI
4
Ariel Investments
Illinois
$175M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
776
MASECO Private Wealth
$3.04K +$3.04K +24 New
DF
777
Dunhill Financial
United Kingdom
$2.66K +$127 +1 +5%
CPG
778
Cornerstone Planning Group
New Jersey
$2.64K +$755 +6 +40%
SO
779
Sierra Ocean
California
$2.54K – – –
PS
780
Pinney & Scofield
Massachusetts
$2.54K – – –
WWM
781
Wolff Wiese Magana
California
$2.54K – – –
WCM
782
WealthTrak Capital Management
Virginia
$2.54K +$634 +5 +33%
AG
783
AmeriFlex Group
Nevada
$2.46K – – –
PWA
784
Principia Wealth Advisory
Texas
$2.16K +$1.27K +10 +143%
NWM
785
Nova Wealth Management
Florida
$2.14K +$2.14K +17 New
VWA
786
Valued Wealth Advisors
Utah
$2.04K – – –
FMP
787
Financial Management Professionals
Texas
$2.04K +$1.65K +13 +433%
KG
788
Kilter Group
New York
$2.03K +$2.03K +16 New
PCM
789
Penserra Capital Management
California
$2K – – –
AW
790
Avion Wealth
Texas
$2K +$364 +4 +22%
SIC
791
SJS Investment Consulting
Ohio
$1.78K -$1.27K -10 -42%
CA
792
CoreCap Advisors
Michigan
$1.78K -$1.52K -12 -46%
OP
793
ORG Partners
Indiana
$1.66K +$1.66K +13 New
CAC
794
Core Alternative Capital
Georgia
$1.65K – – –
KFI
795
Key Financial Inc
Pennsylvania
$1.52K – – –
FCAS
796
First Command Advisory Services
Texas
$1.4K – – –
HIA
797
HFM Investment Advisors
New Jersey
$1.4K +$1.02K +8 +267%
PPC
798
Park Place Capital
Alabama
$1.28K +$1.28K +10 New
AF
799
Advisornet Financial
Minnesota
$1.27K -$127 -1 -9%
NRG
800
Nemes Rush Group
Michigan
$1.27K – – –
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32
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