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Northern Trust

862 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, 281 increasing their positions, 294 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 294

2.68% less ownership

Funds ownership: 85.91%83.23% (-2.7%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
862
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
ETS
826
ESL Trust Services
New York
$1.48K
AF
827
Advisornet Financial
Minnesota
$1.35K
NL
828
NVWM LLC
Pennsylvania
$1.35K
PPC
829
Park Place Capital
Alabama
$1.35K
NRG
830
Nemes Rush Group
Michigan
$1.35K
CIAS
831
CBIZ Investment Advisory Services
Ohio
$1.22K
TCA
832
Trifecta Capital Advisors
Illinois
$1.21K
CA
833
CoreCap Advisors
Michigan
$1.21K
LCM
834
Logan Capital Management
Pennsylvania
$1.21K
TCB
835
Texas Capital Bancshares
Texas
$1.21K
KFI
836
Key Financial Inc
Pennsylvania
$1.05K
CAL
837
Capital Advisors Ltd
Ohio
$1K
PIM
838
Plato Investment Management
Australia
$935
ACA
839
American Capital Advisory
Idaho
$808
HWP
840
Highline Wealth Partners
California
$808
HFS
841
Hughes Financial Services
Virginia
$781
HC
842
Hurley Capital
New York
$673
GA
843
Guerra Advisors
Florida
$673
SIS
844
Sound Income Strategies
Florida
$650
SWA
845
SOA Wealth Advisors
New York
$611
Q1WB
846
Quest 10 Wealth Builders
Virginia
$549
DWM
847
Dogwood Wealth Management
Kansas
$541
SA
848
Seneschal Advisors
Washington
$539
RWS
849
Retirement Wealth Solutions
Wisconsin
$539
WA
850
WestEnd Advisors
North Carolina
$538