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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

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
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
$73.6M
Puts
$27.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGA
801
Battery Global Advisors
Massachusetts
$33.5K
HPC
802
HM Payson & Co
Maine
$30.7K
TPWA
803
Twin Peaks Wealth Advisors
California
$30K
CT
804
Clearstead Trust
Maine
$29.9K
TCM
805
Triumph Capital Management
Colorado
$29.3K
IWS
806
Intentional Wealth Strategies
Colorado
$29.3K
BWA
807
Basecamp Wealth Advisors
Washington
$28.3K
ADL
808
Asset Dedication LLC
California
$27.2K
FIA
809
FNY Investment Advisers
New York
$27K
JWA
810
JFS Wealth Advisors
Pennsylvania
$24.7K
IBOK
811
Independence Bank of Kentucky
Kentucky
$24.4K
BOJHT
812
Bank of Jackson Hole Trust
Wyoming
$24.4K
SFG
813
Strive Financial Group
Indiana
$24K
WIM
814
Westside Investment Management
California
$23.3K
GKIM
815
GW&K Investment Management
Massachusetts
$23K
HWA
816
HHM Wealth Advisors
Tennessee
$22.3K
BGAI
817
Bruce G. Allen Investments
Colorado
$21.6K
Walleye Capital
818
Walleye Capital
New York
$20.9K
BIAS
819
Beacon Investment Advisory Services
New Jersey
$20.9K
PGAM
820
Princeton Global Asset Management
New Jersey
$20.4K
SIC
821
Salem Investment Counselors
North Carolina
$19.5K
NWM
822
Nova Wealth Management
Florida
$18.8K
BBPWM
823
Blue Bell Private Wealth Management
Pennsylvania
$17.9K
WAS
824
Winch Advisory Services
Wisconsin
$17.5K
BFS
825
Beacon Financial Strategies
North Carolina
$17.4K