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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
BWAM
776
Boyd Watterson Asset Management
Ohio
$12.8K
BIA
777
Bell Investment Advisors
California
$12.1K -$515 -4 -4%
BWL
778
Bogart Wealth LLC
Virginia
$11K +$772 +6 +8%
MCM
779
Manchester Capital Management
Vermont
$10.8K -$515 -4 -5%
DIP
780
DT Investment Partners
Pennsylvania
$10.1K
MSWA
781
Marshall & Sterling Wealth Advisors
New York
$9.83K
SS
782
SBI Securities
Japan
$8.75K +$129 +1 +2%
WWA
783
Wealth Watch Advisors
Colorado
$8.21K +$7.85K +61 New
CB
784
Centennial Bank
Arkansas
$8.08K
FHC
785
First Horizon Corporation
Tennessee
$8.08K +$7.72K +60 New
WA
786
Westfuller Advisors
New York
$7.68K +$7.33K +57 New
SC
787
SouthState Corp
Florida
$7.54K -$6.43K -50 -47%
FWM
788
FSA Wealth Management
Massachusetts
$7.54K
PWMG
789
Prestige Wealth Management Group
New Jersey
$6.91K
LSA
790
Leonteq Securities AG
Switzerland
$6.87K +$6.56K +51 New
CIA
791
Cape Investment Advisory
Georgia
$6.46K
FFO
792
Fortitude Family Office
Arizona
$6.33K
SGK
793
Steigerwald Gordon & Koch
Virginia
$6.06K +$5.79K +45 New
OAJ
794
Ogorek Anthony Joseph
New York
$6K +$257 +2 +4%
T. Rowe Price Investment Management
795
T. Rowe Price Investment Management
Maryland
$6K +$5.02K +39 New
HHMI
796
Howard Hughes Medical Institute
Maryland
$5.65K
CCM
797
Cloud Capital Management
Washington
$5K +$5.15K +40 New
RF
798
Rossby Financial
Florida
$4.99K -$901 -7 -16%
BLC
799
Brown, Lisle/Cummings
Rhode Island
$4.98K
FC
800
Financial Consulate
Maryland
$4.88K +$4.63K +36 New