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Northern Trust

900 hedge funds and large institutions have $21.5B invested in Northern Trust in 2025 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 283 increasing their positions, 322 reducing their positions, and 71 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:

0.18% less ownership

Funds ownership: 83.33%83.15% (-0.18%)

0% less capital invested

Capital invested by funds: $21.5B → $21.5B (-$42.5M)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 322

Holders
900
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
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
826
Ogorek Anthony Joseph
New York
$6K
SEP
827
Signature Equity Partners
Ohio
$5.86K
MAM
828
Marquette Asset Management
Minnesota
$5.6K
HHMI
829
Howard Hughes Medical Institute
Maryland
$5.6K
OC
830
Optima Capital
Oregon
$5.08K
BLC
831
Brown, Lisle/Cummings
Rhode Island
$5.05K
BFS
832
Bare Financial Services
Pennsylvania
$4.92K
VWA
833
Valued Wealth Advisors
Utah
$4.82K
LSA
834
Leonteq Securities AG
Switzerland
$4.78K
BGA
835
Battery Global Advisors
Massachusetts
$4.7K
AWM
836
Abound Wealth Management
Tennessee
$4.64K
GWM
837
Geneos Wealth Management
Colorado
$4.51K
PWA
838
Physician Wealth Advisors
Utah
$4.24K
RTL
839
Red Tortoise LLC
Georgia
$4.1K
RWM
840
Rialto Wealth Management
New York
$4.1K
EWP
841
Elevation Wealth Partners
California
$4.1K
NRG
842
Nemes Rush Group
Michigan
$4.1K
DPW
843
DiNuzzo Private Wealth
Pennsylvania
$3.96K
WA
844
Westfuller Advisors
New York
$3.85K
RF
845
Rossby Financial
Florida
$3.69K
CPG
846
Cornerstone Planning Group
New Jersey
$3.61K
AEPWM
847
Atlantic Edge Private Wealth Management
Florida
$3.42K
BSB
848
Bangor Savings Bank
Maine
$3.42K
WW
849
Winnow Wealth
Texas
$3.29K
KG
850
Kilter Group
New York
$3.28K