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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

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
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
$73.6M
Puts
$27.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SHP Wealth Management
Massachusetts
$9.36K
TWM
852
TopTier Wealth Management
Wisconsin
$9.21K
SS
853
SBI Securities
Japan
$9.07K
KAS
854
Kemnay Advisory Services
New York
$8.93K
CPG
855
Cornerstone Planning Group
New Jersey
$8.91K
CB
856
Centennial Bank
Arkansas
$8.37K
FHC
857
First Horizon Corporation
Tennessee
$8.37K
BW
858
Basepoint Wealth
Iowa
$7.96K
JGCM
859
Joseph Group Capital Management
Ohio
$7.96K
SC
860
SouthState Corp
Florida
$7.82K
FC
861
Financial Consulate
Maryland
$7.57K
EWP
862
Elevation Wealth Partners
California
$7.26K
PWMG
863
Prestige Wealth Management Group
New Jersey
$7.16K
PSFG
864
Park Square Financial Group
Georgia
$7.12K
GGI
865
Godsey & Gibb Inc
Virginia
$6.98K
SFAM
866
Sawyer Falduto Asset Management
Illinois
$6.98K
RF
867
Rossby Financial
Florida
$6.79K
MAM
868
Meeder Asset Management
Ohio
$6.56K
PWA
869
Physician Wealth Advisors
Utah
$6.56K
AWM
870
Abound Wealth Management
Tennessee
$6.35K
SGK
871
Steigerwald Gordon & Koch
Virginia
$6.28K
VWA
872
Valued Wealth Advisors
Utah
$6.23K
OAJ
873
Ogorek Anthony Joseph
New York
$6K
SIS
874
Sound Income Strategies
Florida
$6K
MAM
875
Marquette Asset Management
Minnesota
$5.72K