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Northern Trust

893 hedge funds and large institutions have $21.3B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 283 increasing their positions, 319 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.72% less ownership

Funds ownership: 83.35%82.63% (-0.72%)

1% less capital invested

Capital invested by funds: $21.5B → $21.3B (-$182M)

11% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 319

Holders
893
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.5M
Puts
$19.9M
Net Calls
Net Calls Change

Top Sellers

1 -$238M
2 -$139M
3 -$123M
4
JP Morgan Chase
JP Morgan Chase
New York
-$86.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
826
Bare Financial Services
Pennsylvania
$4.92K
VWA
827
Valued Wealth Advisors
Utah
$4.82K
LSA
828
Leonteq Securities AG
Switzerland
$4.78K
BGA
829
Battery Global Advisors
Massachusetts
$4.7K
AWM
830
Abound Wealth Management
Tennessee
$4.64K
GWM
831
Geneos Wealth Management
Colorado
$4.51K
PWA
832
Physician Wealth Advisors
Utah
$4.24K
RTL
833
Red Tortoise LLC
Georgia
$4.1K
RWM
834
Rialto Wealth Management
New York
$4.1K
EWP
835
Elevation Wealth Partners
California
$4.1K
NRG
836
Nemes Rush Group
Michigan
$4.1K
DPW
837
DiNuzzo Private Wealth
Pennsylvania
$3.96K
WA
838
Westfuller Advisors
New York
$3.85K
RF
839
Rossby Financial
Florida
$3.69K
CPG
840
Cornerstone Planning Group
New Jersey
$3.61K
AEPWM
841
Atlantic Edge Private Wealth Management
Florida
$3.42K
BSB
842
Bangor Savings Bank
Maine
$3.42K
WW
843
Winnow Wealth
Texas
$3.29K
KG
844
Kilter Group
New York
$3.28K
FCAS
845
First Command Advisory Services
Texas
$3.28K
DF
846
Dunhill Financial
United Kingdom
$3.16K
BHWM
847
Bay Harbor Wealth Management
Maryland
$3.02K
AW
848
Avion Wealth
Texas
$3K
CMP
849
Coston McIsaac & Partners
Maine
$3K
CA
850
Crewe Advisors
Utah
$2.73K