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Novanta
NOVT

326 hedge funds and large institutions have $4.56B invested in Novanta in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 103 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 103

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

1% more funds holding

Funds holding: 324 → 326 (+2)

0% more capital invested

Capital invested by funds: $4.55B → $4.56B (+$5.06M)

0.78% less ownership

Funds ownership: 98.96% → 98.18% (-0.78%)

90% less call options, than puts

Call options by funds: $247K | Put options by funds: $2.59M

Holders
326
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
135
Reduced
103
Closed
44
Calls
$247K
Puts
$2.59M
Net Calls
-$2.34M
Net Calls Change
-$2.34M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$30M
2
Brown Advisory
Brown Advisory
Maryland
+$26.5M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$26.1M
4
BAMCO Inc
BAMCO Inc
New York
+$25.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$103M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$30.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$27.7M
4
Millennium Management
Millennium Management
New York
-$22M
5
William Blair & Company
William Blair & Company
Illinois
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
276
MAI Capital Management
Ohio
$8.51K +$8.03K +66 New
KFI
277
Key Financial Inc
Pennsylvania
$8.12K – – –
NB
278
NBT Bank
New York
$6.06K +$5.72K +47 New
IA
279
IFP Advisors
Florida
$5.8K – – –
PWMG
280
Private Wealth Management Group
New Jersey
$5.54K -$5.23K -43 -50%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$5.54K -$1.95K -16 -27%
RIL
282
Rothschild Investment LLC
Illinois
$5.16K -$1.95K -16 -29%
AF
283
Allworth Financial
California
$4.51K +$2.8K +23 +192%
HWM
284
Hemington Wealth Management
Virginia
$4K +$974 +8 +33%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$4K +$487 +4 +15%
BFS
286
Bare Financial Services
Pennsylvania
$4K +$2.43K +20 +182%
CTC
287
Central Trust Company
Missouri
$3.87K – – –
SPIA
288
Steward Partners Investment Advisory
New York
$3.87K +$2.31K +19 +173%
EP
289
Essential Partners
California
$3.87K +$3.65K +30 New
MAFA
290
MJT & Associates Financial Advisory
Minnesota
$3.61K – – –
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$3.48K – – –
AAP
292
Arax Advisory Partners
Colorado
$3.35K -$6.82K -56 -68%
GWM
293
Geneos Wealth Management
Colorado
$3.09K – – –
FFA
294
Farther Finance Advisors
California
$3.09K +$2.8K +23 +2,300%
SAM
295
Smartleaf Asset Management
Massachusetts
$2.99K -$2.68K -22 -49%
WA
296
WPG Advisers
Maryland
$2.96K -$2.19K -18 -44%
BCMLT
297
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.58K – – –
WWM
298
Wolff Wiese Magana
California
$2.58K – – –
PS
299
Principal Securities
Iowa
$2.45K +$1.46K +12 +171%
TPWA
300
Twin Peaks Wealth Advisors
California
$2.42K +$2.43K +20 New
10 11
12
13 14

NOVT Hedge Fund Activity: Q2 2025 in Review

326 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q2 2025, worth a combined $4.56B — up 0.11% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NOVT positions and 44 closed out — a net gain of 4 holders — while 135 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30M. The largest seller was AllianceBernstein, cutting an estimated $103M.

  • 326 institutional investors held Novanta (NOVT) as of Q2 2025, up from 324 in Q1 2025.
  • Funds reported $4.56B of Novanta stock for Q2 2025, up 0.11% quarter-over-quarter.
  • 48 funds opened new Novanta positions in Q2 2025 and 44 closed out, a net change of +4 holders.
  • The largest Novanta buyer in Q2 2025 was Morgan Stanley, an estimated $30M added.
  • The largest Novanta seller in Q2 2025 was AllianceBernstein, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2025.