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Northern Trust

849 hedge funds and large institutions have $21.4B invested in Northern Trust in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 275 increasing their positions, 292 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: $ → $

6% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 292

2.79% less ownership

Funds ownership: 85.82%83.03% (-2.8%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
849
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
VWA
801
Valued Wealth Advisors
Utah
$2.58K
OCM
802
Orion Capital Management
California
$2.29K
NWM
803
Nova Wealth Management
Florida
$2.27K
FMP
804
Financial Management Professionals
Texas
$2.17K
WW
805
Winnow Wealth
Texas
$2.02K
PCM
806
Penserra Capital Management
California
$2K
CAC
807
Core Alternative Capital
Georgia
$1.75K
BHWM
808
Bay Harbor Wealth Management
Maryland
$1.62K
TIM
809
Tortoise Investment Management
New York
$1.61K
FCAS
810
First Command Advisory Services
Texas
$1.48K
HIA
811
HFM Investment Advisors
New Jersey
$1.48K
PWA
812
Physician Wealth Advisors
Utah
$1.48K
ETS
813
ESL Trust Services
New York
$1.48K
AF
814
Advisornet Financial
Minnesota
$1.35K
NL
815
NVWM LLC
Pennsylvania
$1.35K
PPC
816
Park Place Capital
Alabama
$1.35K
NRG
817
Nemes Rush Group
Michigan
$1.35K
CIAS
818
CBIZ Investment Advisory Services
Ohio
$1.22K
TCA
819
Trifecta Capital Advisors
Illinois
$1.21K
CA
820
CoreCap Advisors
Michigan
$1.21K
LCM
821
Logan Capital Management
Pennsylvania
$1.21K
TCB
822
Texas Capital Bancshares
Texas
$1.21K
KFI
823
Key Financial Inc
Pennsylvania
$1.05K
CAL
824
Capital Advisors Ltd
Ohio
$1K
PIM
825
Plato Investment Management
Australia
$935