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Northern Trust
NTRS

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: 839 → 870 (+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: 7 → 2 (-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

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$89.5M
2
Goldman Sachs
Goldman Sachs
New York
+$79.8M
3
JAM
Jupiter Asset Management
United Kingdom
+$62M
4
Morgan Stanley
Morgan Stanley
New York
+$56.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$52.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$222M
2
JP Morgan Chase
JP Morgan Chase
New York
-$197M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
4
RCMU
Rokos Capital Management (UK)
United Kingdom
-$73.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$4.85K -$4.5K -35 -49%
BFS
802
Bare Financial Services
Pennsylvania
$4.85K – – –
HHGA
803
Halbert Hargrove Global Advisors
California
$4.85K +$4.63K +36 New
AWM
804
Abound Wealth Management
Tennessee
$4.58K – – –
MA
805
MCF Advisors
Kentucky
$4.47K – – –
SWM
806
Spire Wealth Management
Virginia
$4.44K -$901 -7 -18%
GWM
807
Geneos Wealth Management
Colorado
$4.44K – – –
RTL
808
Red Tortoise LLC
Georgia
$4.04K – – –
KG
809
Kilter Group
New York
$3.77K +$1.54K +12 +75%
DPW
810
DiNuzzo Private Wealth
Pennsylvania
$3.68K – – –
RWM
811
Rialto Wealth Management
New York
$3.63K +$386 +3 +13%
OP
812
ORG Partners
Indiana
$3.63K +$1.8K +14 +108%
CTWM
813
Cherry Tree Wealth Management
Minnesota
$3.5K – – –
AEPWM
814
Atlantic Edge Private Wealth Management
Florida
$3.37K +$3.22K +25 New
EWP
815
Elevation Wealth Partners
California
$3.23K +$3.09K +24 New
AW
816
Avion Wealth
Texas
$3K +$515 +4 +18%
DF
817
Dunhill Financial
United Kingdom
$2.84K – – –
PS
818
Pinney & Scofield
Massachusetts
$2.69K – – –
WWM
819
Wolff Wiese Magana
California
$2.69K – – –
CA
820
Crewe Advisors
Utah
$2.69K +$2.57K +20 New
VWA
821
Valued Wealth Advisors
Utah
$2.58K +$386 +3 +19%
PWA
822
Principia Wealth Advisory
Texas
$2.56K +$257 +2 +12%
OCM
823
Orion Capital Management
California
$2.29K +$2.19K +17 New
NWM
824
Nova Wealth Management
Florida
$2.27K – – –
FMP
825
Financial Management Professionals
Texas
$2.17K – – –
31 32
33
34 35

NTRS Hedge Fund Activity: Q3 2025 in Review

870 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q3 2025, worth a combined $21.5B — up 1.7% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new NTRS positions and 61 closed out — a net gain of 40 holders — while 285 added to existing stakes and 297 trimmed.

The largest buyer was Prudential Financial, adding an estimated $89.5M. The largest seller was Fidelity Investments, cutting an estimated $222M.

  • 870 institutional investors held Northern Trust (NTRS) as of Q3 2025, up from 839 in Q2 2025.
  • Funds reported $21.5B of Northern Trust stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 101 funds opened new Northern Trust positions in Q3 2025 and 61 closed out, a net change of +40 holders.
  • The largest Northern Trust buyer in Q3 2025 was Prudential Financial, an estimated $89.5M added.
  • The largest Northern Trust seller in Q3 2025 was Fidelity Investments, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2025.