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Northern Trust

892 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, 318 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 (-$183M)

11% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 318

Holders
892
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
VWA
826
Valued Wealth Advisors
Utah
$4.82K
LSA
827
Leonteq Securities AG
Switzerland
$4.78K
BGA
828
Battery Global Advisors
Massachusetts
$4.7K
AWM
829
Abound Wealth Management
Tennessee
$4.64K
GWM
830
Geneos Wealth Management
Colorado
$4.51K
PWA
831
Physician Wealth Advisors
Utah
$4.24K
RTL
832
Red Tortoise LLC
Georgia
$4.1K
RWM
833
Rialto Wealth Management
New York
$4.1K
EWP
834
Elevation Wealth Partners
California
$4.1K
NRG
835
Nemes Rush Group
Michigan
$4.1K
DPW
836
DiNuzzo Private Wealth
Pennsylvania
$3.96K
WA
837
Westfuller Advisors
New York
$3.85K
RF
838
Rossby Financial
Florida
$3.69K
CPG
839
Cornerstone Planning Group
New Jersey
$3.61K
AEPWM
840
Atlantic Edge Private Wealth Management
Florida
$3.42K
BSB
841
Bangor Savings Bank
Maine
$3.42K
WW
842
Winnow Wealth
Texas
$3.29K
KG
843
Kilter Group
New York
$3.28K
FCAS
844
First Command Advisory Services
Texas
$3.28K
DF
845
Dunhill Financial
United Kingdom
$3.16K
BHWM
846
Bay Harbor Wealth Management
Maryland
$3.02K
AW
847
Avion Wealth
Texas
$3K
CMP
848
Coston McIsaac & Partners
Maine
$3K
CA
849
Crewe Advisors
Utah
$2.73K
WWM
850
Wolff Wiese Magana
California
$2.73K