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Novanta

321 hedge funds and large institutions have $4.56B invested in Novanta in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
135
Reduced
101
Closed
43
Calls
$247K
Puts
$2.59M
Net Calls
-$2.34M
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
301
JFS Wealth Advisors
Pennsylvania
$1.29K -$1.16K -9 -47%
RAM
302
Riggs Asset Management
Pennsylvania
$1.29K +$1.29K +10 New
BTI
303
Blue Trust Inc
Georgia
$1.16K +$773 +6 +200%
BBHC
304
Brown Brothers Harriman & Co
New York
$1.16K +$1.16K +9 New
Jones Financial Companies
305
Jones Financial Companies
Missouri
$780 +$780 +6 New
FFO
306
Fortitude Family Office
Arizona
$774 +$774 +6 New
SC
307
SouthState Corp
Florida
$645 +$129 +1 +25%
HFS
308
Hughes Financial Services
Virginia
$455
SIC
309
SJS Investment Consulting
Ohio
$387 +$129 +1 +50%
AWM
310
Activest Wealth Management
Florida
$387 +$387 +3 New
RCM
311
Raleigh Capital Management
North Carolina
$258
PWA
312
Principia Wealth Advisory
Texas
$258
HIA
313
HFM Investment Advisors
New Jersey
$258 +$129 +1 +100%
QWM
314
Quaker Wealth Management
New Jersey
$258 +$258 +2 New
PWAM
315
Private Wealth Asset Management
Iowa
$129
PWM
316
Parkworth Wealth Management
California
$129
RWM
317
Rialto Wealth Management
New York
$129 +$129 +1 New
TIM
318
Tortoise Investment Management
New York
$129 +$129 +1 New
GRP
319
Global Retirement Partners
California
$129 +$129 +1 New
TFM
320
TFC Financial Management
Massachusetts
$129 +$129 +1 New
TWD
321
True Wealth Design
Ohio
$129 +$129 +1 New
BHWM
322
Bay Harbor Wealth Management
Maryland
$128 +$128 +1 New
Loomis, Sayles & Company
323
Loomis, Sayles & Company
Massachusetts
-$27.7M -216,941 Closed
Marshall Wace
324
Marshall Wace
United Kingdom
-$7.98M -62,384 Closed
CF
325
Corebridge Financial
Texas
-$7.29M -57,012 Closed