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Northern Trust

862 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, 281 increasing their positions, 294 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
GWM
801
Geneos Wealth Management
Colorado
$4.44K
RTL
802
Red Tortoise LLC
Georgia
$4.04K
DPW
803
DiNuzzo Private Wealth
Pennsylvania
$3.68K
RWM
804
Rialto Wealth Management
New York
$3.63K
OP
805
ORG Partners
Indiana
$3.63K
CTWM
806
Cherry Tree Wealth Management
Minnesota
$3.5K
AEPWM
807
Atlantic Edge Private Wealth Management
Florida
$3.37K
EWP
808
Elevation Wealth Partners
California
$3.23K
AW
809
Avion Wealth
Texas
$3K
DF
810
Dunhill Financial
United Kingdom
$2.84K
WWM
811
Wolff Wiese Magana
California
$2.69K
PS
812
Pinney & Scofield
Massachusetts
$2.69K
CA
813
Crewe Advisors
Utah
$2.69K
VWA
814
Valued Wealth Advisors
Utah
$2.58K
OCM
815
Orion Capital Management
California
$2.29K
NWM
816
Nova Wealth Management
Florida
$2.27K
FMP
817
Financial Management Professionals
Texas
$2.17K
WW
818
Winnow Wealth
Texas
$2.02K
PCM
819
Penserra Capital Management
California
$2K
CAC
820
Core Alternative Capital
Georgia
$1.75K
BHWM
821
Bay Harbor Wealth Management
Maryland
$1.62K
TIM
822
Tortoise Investment Management
New York
$1.61K
FCAS
823
First Command Advisory Services
Texas
$1.48K
HIA
824
HFM Investment Advisors
New Jersey
$1.48K
PWA
825
Physician Wealth Advisors
Utah
$1.48K