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Northern Trust

833 hedge funds and large institutions have $21.1B invested in Northern Trust in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 258 increasing their positions, 289 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

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

7% more funds holding

Funds holding: 776833 (+57)

0.75% more ownership

Funds ownership: 85.09%85.84% (+0.75%)

11% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 289

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$305M
Puts
$257M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
776
Geneos Wealth Management
Colorado
$4.18K
RTL
777
Red Tortoise LLC
Georgia
$3.8K
DPW
778
DiNuzzo Private Wealth
Pennsylvania
$3.55K
CTWM
779
Cherry Tree Wealth Management
Minnesota
$3.3K
RWM
780
Rialto Wealth Management
New York
$3.04K
MPW
781
MASECO Private Wealth
$3.04K
DF
782
Dunhill Financial
United Kingdom
$2.66K
CPG
783
Cornerstone Planning Group
New Jersey
$2.64K
SO
784
Sierra Ocean
California
$2.54K
PS
785
Pinney & Scofield
Massachusetts
$2.54K
WWM
786
Wolff Wiese Magana
California
$2.54K
WCM
787
WealthTrak Capital Management
Virginia
$2.54K
AG
788
AmeriFlex Group
Nevada
$2.46K
PWA
789
Principia Wealth Advisory
Texas
$2.15K
NWM
790
Nova Wealth Management
Florida
$2.14K
VWA
791
Valued Wealth Advisors
Utah
$2.04K
FMP
792
Financial Management Professionals
Texas
$2.04K
KG
793
Kilter Group
New York
$2.03K
PCM
794
Penserra Capital Management
California
$2K
AW
795
Avion Wealth
Texas
$2K
SIC
796
SJS Investment Consulting
Ohio
$1.78K
CA
797
CoreCap Advisors
Michigan
$1.77K
OP
798
ORG Partners
Indiana
$1.66K
CAC
799
Core Alternative Capital
Georgia
$1.65K
KFI
800
Key Financial Inc
Pennsylvania
$1.52K