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Northern Trust

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: 839870 (+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: 72 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WW
826
Winnow Wealth
Texas
$2.02K +$1.93K +15 New
PCM
827
Penserra Capital Management
California
$2K -$386 -3 -17%
CAC
828
Core Alternative Capital
Georgia
$1.75K
BHWM
829
Bay Harbor Wealth Management
Maryland
$1.62K +$515 +4 +50%
TIM
830
Tortoise Investment Management
New York
$1.61K +$515 +4 +50%
FCAS
831
First Command Advisory Services
Texas
$1.48K
HIA
832
HFM Investment Advisors
New Jersey
$1.48K
PWA
833
Physician Wealth Advisors
Utah
$1.48K +$772 +6 +120%
ETS
834
ESL Trust Services
New York
$1.48K +$1.42K +11 New
AF
835
Advisornet Financial
Minnesota
$1.35K
NRG
836
Nemes Rush Group
Michigan
$1.35K
NL
837
NVWM LLC
Pennsylvania
$1.35K
PPC
838
Park Place Capital
Alabama
$1.35K
CIAS
839
CBIZ Investment Advisory Services
Ohio
$1.22K
TCA
840
Trifecta Capital Advisors
Illinois
$1.21K
CA
841
CoreCap Advisors
Michigan
$1.21K -$643 -5 -36%
LCM
842
Logan Capital Management
Pennsylvania
$1.21K
TCB
843
Texas Capital Bancshares
Texas
$1.21K +$1.16K +9 New
KFI
844
Key Financial Inc
Pennsylvania
$1.05K -$515 -4 -33%
CAL
845
Capital Advisors Ltd
Ohio
$1K
PIM
846
Plato Investment Management
Australia
$935 -$5.79K -45 -87%
ACA
847
American Capital Advisory
Idaho
$808
HWP
848
Highline Wealth Partners
California
$808
HFS
849
Hughes Financial Services
Virginia
$781
GA
850
Guerra Advisors
Florida
$673 +$643 +5 New