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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
BHWM
826
Bay Harbor Wealth Management
Maryland
$1.62K
TIM
827
Tortoise Investment Management
New York
$1.61K
FCAS
828
First Command Advisory Services
Texas
$1.48K
HIA
829
HFM Investment Advisors
New Jersey
$1.48K
PWA
830
Physician Wealth Advisors
Utah
$1.48K
ETS
831
ESL Trust Services
New York
$1.48K
NRG
832
Nemes Rush Group
Michigan
$1.35K
AF
833
Advisornet Financial
Minnesota
$1.35K
NL
834
NVWM LLC
Pennsylvania
$1.35K
PPC
835
Park Place Capital
Alabama
$1.35K
CIAS
836
CBIZ Investment Advisory Services
Ohio
$1.22K
TCA
837
Trifecta Capital Advisors
Illinois
$1.21K
CA
838
CoreCap Advisors
Michigan
$1.21K
LCM
839
Logan Capital Management
Pennsylvania
$1.21K
TCB
840
Texas Capital Bancshares
Texas
$1.21K
KFI
841
Key Financial Inc
Pennsylvania
$1.05K
CAL
842
Capital Advisors Ltd
Ohio
$1K
PIM
843
Plato Investment Management
Australia
$935
ACA
844
American Capital Advisory
Idaho
$808
HWP
845
Highline Wealth Partners
California
$808
HFS
846
Hughes Financial Services
Virginia
$781
HC
847
Hurley Capital
New York
$673
GA
848
Guerra Advisors
Florida
$673
SIS
849
Sound Income Strategies
Florida
$650
SWA
850
SOA Wealth Advisors
New York
$611