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Northern Trust

867 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, 283 increasing their positions, 297 reducing their positions, and 61 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: $ → $

5% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.92%83.35% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
867
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
AWM
801
Abound Wealth Management
Tennessee
$4.58K
MA
802
MCF Advisors
Kentucky
$4.47K
SWM
803
Spire Wealth Management
Virginia
$4.44K
GWM
804
Geneos Wealth Management
Colorado
$4.44K
RTL
805
Red Tortoise LLC
Georgia
$4.04K
KG
806
Kilter Group
New York
$3.77K
DPW
807
DiNuzzo Private Wealth
Pennsylvania
$3.68K
RWM
808
Rialto Wealth Management
New York
$3.63K
OP
809
ORG Partners
Indiana
$3.63K
CTWM
810
Cherry Tree Wealth Management
Minnesota
$3.5K
AEPWM
811
Atlantic Edge Private Wealth Management
Florida
$3.37K
EWP
812
Elevation Wealth Partners
California
$3.23K
AW
813
Avion Wealth
Texas
$3K
DF
814
Dunhill Financial
United Kingdom
$2.84K
PS
815
Pinney & Scofield
Massachusetts
$2.69K
WWM
816
Wolff Wiese Magana
California
$2.69K
CA
817
Crewe Advisors
Utah
$2.69K
VWA
818
Valued Wealth Advisors
Utah
$2.58K
PWA
819
Principia Wealth Advisory
Texas
$2.56K
OCM
820
Orion Capital Management
California
$2.29K
NWM
821
Nova Wealth Management
Florida
$2.27K
FMP
822
Financial Management Professionals
Texas
$2.17K
WW
823
Winnow Wealth
Texas
$2.02K
PCM
824
Penserra Capital Management
California
$2K
CAC
825
Core Alternative Capital
Georgia
$1.75K