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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
MSWA
776
Marshall & Sterling Wealth Advisors
New York
$9.83K
SS
777
SBI Securities
Japan
$8.75K
WWA
778
Wealth Watch Advisors
Colorado
$8.21K
CB
779
Centennial Bank
Arkansas
$8.08K
FHC
780
First Horizon Corporation
Tennessee
$8.08K
WA
781
Westfuller Advisors
New York
$7.68K
SC
782
SouthState Corp
Florida
$7.54K
FWM
783
FSA Wealth Management
Massachusetts
$7.54K
PWMG
784
Prestige Wealth Management Group
New Jersey
$6.91K
CIA
785
Cape Investment Advisory
Georgia
$6.46K
FFO
786
Fortitude Family Office
Arizona
$6.33K
SGK
787
Steigerwald Gordon & Koch
Virginia
$6.06K
OAJ
788
Ogorek Anthony Joseph
New York
$6K
T. Rowe Price Investment Management
789
T. Rowe Price Investment Management
Maryland
$6K
HHMI
790
Howard Hughes Medical Institute
Maryland
$5.65K
CCM
791
Cloud Capital Management
Washington
$5K
RF
792
Rossby Financial
Florida
$4.99K
BLC
793
Brown, Lisle/Cummings
Rhode Island
$4.98K
FC
794
Financial Consulate
Maryland
$4.88K
CFD
795
Creative Financial Designs
Indiana
$4.85K
BFS
796
Bare Financial Services
Pennsylvania
$4.85K
HHGA
797
Halbert Hargrove Global Advisors
California
$4.85K
AWM
798
Abound Wealth Management
Tennessee
$4.58K
MA
799
MCF Advisors
Kentucky
$4.47K
SWM
800
Spire Wealth Management
Virginia
$4.44K