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Northern Trust

950 hedge funds and large institutions have $21.6B invested in Northern Trust in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 339 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $27.3M

97% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 65

15% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 295

5% more funds holding

Funds holding: 908950 (+42)

0% more capital invested

Capital invested by funds: $21.5B → $21.6B (+$66.8M)

0.08% more ownership

Funds ownership: 83.22%83.29% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
950
Holders Change
+42
Holders Change %
+4.63%
% of All Funds
11.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
128
Increased
339
Reduced
295
Closed
65
Calls
$73.6M
Puts
$27.3M
Net Calls
+$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SHP Wealth Management
Massachusetts
$9.36K +$8.78K +61 +1,017%
TWM
852
TopTier Wealth Management
Wisconsin
$9.21K +$9.5K +66 New
SS
853
SBI Securities
Japan
$9.07K
KAS
854
Kemnay Advisory Services
New York
$8.93K +$9.21K +64 New
CPG
855
Cornerstone Planning Group
New Jersey
$8.91K +$4.6K +32 +133%
CB
856
Centennial Bank
Arkansas
$8.37K
FHC
857
First Horizon Corporation
Tennessee
$8.37K
BW
858
Basepoint Wealth
Iowa
$7.96K +$8.2K +57 New
JGCM
859
Joseph Group Capital Management
Ohio
$7.96K +$8.2K +57 New
SC
860
SouthState Corp
Florida
$7.82K
FC
861
Financial Consulate
Maryland
$7.57K +$719 +5 +10%
EWP
862
Elevation Wealth Partners
California
$7.26K +$3.17K +22 +73%
PWMG
863
Prestige Wealth Management Group
New Jersey
$7.16K
PSFG
864
Park Square Financial Group
Georgia
$7.12K +$7.34K +51 New
GGI
865
Godsey & Gibb Inc
Virginia
$6.98K
SFAM
866
Sawyer Falduto Asset Management
Illinois
$6.98K
RF
867
Rossby Financial
Florida
$6.79K +$3.02K +21 +78%
MAM
868
Meeder Asset Management
Ohio
$6.56K -$1.44K -10 -18%
PWA
869
Physician Wealth Advisors
Utah
$6.56K +$2.3K +16 +52%
AWM
870
Abound Wealth Management
Tennessee
$6.35K +$1.73K +12 +35%
SGK
871
Steigerwald Gordon & Koch
Virginia
$6.28K -$12.5K -87 -66%
VWA
872
Valued Wealth Advisors
Utah
$6.23K +$1.29K +9 +26%
OAJ
873
Ogorek Anthony Joseph
New York
$6K
SIS
874
Sound Income Strategies
Florida
$6K
MAM
875
Marquette Asset Management
Minnesota
$5.72K