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Northern Trust

870 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, 285 increasing their positions, 297 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

826% more call options, than puts

Call options by funds: $365M | Put options by funds: $39.4M

66% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 61

4% more funds holding

Funds holding: 839870 (+31)

2% more capital invested

Capital invested by funds: $21.2B → $21.5B (+$363M)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

2.57% less ownership

Funds ownership: 85.94%83.38% (-2.6%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
870
Holders Change
+31
Holders Change %
+3.69%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
101
Increased
285
Reduced
297
Closed
61
Calls
$365M
Puts
$39.4M
Net Calls
+$326M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
851
Hurley Capital
New York
$673 +$643 +5 New
SIS
852
Sound Income Strategies
Florida
$650
SWA
853
SOA Wealth Advisors
New York
$611
Q1WB
854
Quest 10 Wealth Builders
Virginia
$549
DWM
855
Dogwood Wealth Management
Kansas
$541 +$515 +4 New
RWS
856
Retirement Wealth Solutions
Wisconsin
$539 +$515 +4 New
SA
857
Seneschal Advisors
Washington
$539 +$515 +4 New
CT
858
Colonial Trust
South Carolina
$538
WA
859
WestEnd Advisors
North Carolina
$538
SFCL
860
Strengthening Families & Communities LLC
Massachusetts
$406 +$386 +3 New
PWAM
861
Private Wealth Asset Management
Iowa
$404
AWM
862
Activest Wealth Management
Florida
$404 +$386 +3 New
IAS
863
IMA Advisory Services
Colorado
$271
PWMG
864
Private Wealth Management Group
New Jersey
$270
QWM
865
Quaker Wealth Management
New Jersey
$270
DCM
866
Davis Capital Management
Florida
$269 +$257 +2 New
RS
867
Rakuten Securities
Japan
$135 -$257 -2 -67%
TFM
868
TFC Financial Management
Massachusetts
$135
HNW
869
High Note Wealth
Minnesota
$135 +$129 +1 New
YDMI
870
Y.D. More Investments
Israel
$63 -$3.99K -31 -17%
Norges Bank
871
Norges Bank
Norway
-$276M -2,177,511 Closed
RCMU
872
Rokos Capital Management (UK)
United Kingdom
-$73.9M -582,552 Closed
SC
873
Soundwatch Capital
Connecticut
-$255K -254,019 Closed
Twin Tree Management
874
Twin Tree Management
Texas
-$18.2M -141,146 Closed
GL
875
Governors Lane
New York
-$8.18M -64,502 Closed