NTRS icon

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
ACA
826
American Capital Advisory
Idaho
$808
HWP
827
Highline Wealth Partners
California
$808
HFS
828
Hughes Financial Services
Virginia
$781
HC
829
Hurley Capital
New York
$673
GA
830
Guerra Advisors
Florida
$673
SIS
831
Sound Income Strategies
Florida
$650
SWA
832
SOA Wealth Advisors
New York
$611
Q1WB
833
Quest 10 Wealth Builders
Virginia
$549
DWM
834
Dogwood Wealth Management
Kansas
$541
SA
835
Seneschal Advisors
Washington
$539
RWS
836
Retirement Wealth Solutions
Wisconsin
$539
WA
837
WestEnd Advisors
North Carolina
$538
CT
838
Colonial Trust
South Carolina
$538
SFCL
839
Strengthening Families & Communities LLC
Massachusetts
$406
PWAM
840
Private Wealth Asset Management
Iowa
$404
AWM
841
Activest Wealth Management
Florida
$404
IAS
842
IMA Advisory Services
Colorado
$271
PWMG
843
Private Wealth Management Group
New Jersey
$270
QWM
844
Quaker Wealth Management
New Jersey
$270
DCM
845
Davis Capital Management
Florida
$269
RS
846
Rakuten Securities
Japan
$135
TFM
847
TFC Financial Management
Massachusetts
$135
HNW
848
High Note Wealth
Minnesota
$135
YDMI
849
Y.D. More Investments
Israel
$63
Norges Bank
850
Norges Bank
Norway