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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 %
NL
801
NVWM LLC
Pennsylvania
$1.27K – – –
TIM
802
Total Investment Management
Arizona
$1.27K +$1.27K +10 New
TCA
803
Trifecta Capital Advisors
Illinois
$1.14K – – –
LCM
804
Logan Capital Management
Pennsylvania
$1.14K -$10.8K -85 -90%
CIAS
805
CBIZ Investment Advisory Services
Ohio
$1.14K +$1.14K +9 New
BHWM
806
Bay Harbor Wealth Management
Maryland
$1.02K +$638 +5 +167%
PWM
807
Parkworth Wealth Management
California
$1.01K +$507 +4 +100%
TIM
808
Tortoise Investment Management
New York
$1.01K +$1.01K +8 New
CAL
809
Capital Advisors Ltd
Ohio
$1K – – –
HWP
810
Highline Wealth Partners
California
$761 -$507 -4 -40%
ACA
811
American Capital Advisory
Idaho
$761 +$761 +6 New
SC
812
Stephens Consulting
Michigan
$761 +$761 +6 New
HFS
813
Hughes Financial Services
Virginia
$754 – – –
SIS
814
Sound Income Strategies
Florida
$634 +$634 +5 New
PWA
815
Physician Wealth Advisors
Utah
$634 +$634 +5 New
SWA
816
SOA Wealth Advisors
New York
$572 +$114 +1 +25%
CT
817
Colonial Trust
South Carolina
$507 -$3.55K -28 -88%
WA
818
WestEnd Advisors
North Carolina
$507 -$254 -2 -33%
PWAM
819
Private Wealth Asset Management
Iowa
$380 – – –
RS
820
Rakuten Securities
Japan
$380 +$253 +2 +200%
IAS
821
IMA Advisory Services
Colorado
$255 +$255 +2 New
PWMG
822
Private Wealth Management Group
New Jersey
$254 – – –
LFA
823
LGT Financial Advisors
Texas
$254 +$254 +2 New
QWM
824
Quaker Wealth Management
New Jersey
$254 +$254 +2 New
TFM
825
TFC Financial Management
Massachusetts
$127 – – –
31 32
33
34 35