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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
APW
926
Aventura Private Wealth
Florida
$1.12K
TFA
927
Toth Financial Advisory
Virginia
$1.12K
CAL
928
Capital Advisors Ltd
Ohio
$1K
PJC
929
Phillip James Consulting
Minnesota
$1K
SWP
930
Strategic Wealth Partners
Ohio
$999
PIM
931
Plato Investment Management
Australia
$978
WA
932
WestEnd Advisors
North Carolina
$837
TBFA
933
Three Bearings Fiduciary Advisors
New Hampshire
$702
DWM
934
Dogwood Wealth Management
Kansas
$698
RWS
935
Retirement Wealth Solutions
Wisconsin
$698
QWM
936
Quaker Wealth Management
New Jersey
$698
SWA
937
SOA Wealth Advisors
New York
$642
SA
938
Seneschal Advisors
Washington
$559
FFA
939
Frazier Financial Advisors
Ohio
$559
CT
940
Colonial Trust
South Carolina
$558
CW
941
Curio Wealth
Maryland
$558
NWS
942
Nvest Wealth Strategies
Ohio
$419
T
943
Tidemark
California
$419
IAS
944
IMA Advisory Services
Colorado
$280
PWMG
945
Private Wealth Management Group
New Jersey
$280
GIA
946
GHP Investment Advisors
Colorado
$280
DCM
947
Davis Capital Management
Florida
$279
RS
948
Rakuten Securities
Japan
$140
TFM
949
TFC Financial Management
Massachusetts
$140
YDMI
950
Y.D. More Investments
Israel
$52