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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
S
301
Sachetta
Massachusetts
$2.32K +$2.19K +18 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$1.93K – – –
HNW
303
High Note Wealth
Minnesota
$1.93K +$1.83K +15 New
CAWM
304
Capital A Wealth Management
Pennsylvania
$1.85K +$1.34K +11 New
BIA
305
Bell Investment Advisors
California
$1.68K -$2.43K -20 -61%
JWA
306
JFS Wealth Advisors
Pennsylvania
$1.29K -$1.09K -9 -47%
RAM
307
Riggs Asset Management
Pennsylvania
$1.29K +$1.22K +10 New
BTI
308
Blue Trust Inc
Georgia
$1.16K +$730 +6 +200%
BBHC
309
Brown Brothers Harriman & Co
New York
$1.16K +$1.09K +9 New
Jones Financial Companies
310
Jones Financial Companies
Missouri
$780 +$730 +6 New
FFO
311
Fortitude Family Office
Arizona
$774 +$730 +6 New
SC
312
SouthState Corp
Florida
$645 +$122 +1 +25%
HFS
313
Hughes Financial Services
Virginia
$455 – – –
SIC
314
SJS Investment Consulting
Ohio
$387 +$122 +1 +50%
AWM
315
Activest Wealth Management
Florida
$387 +$365 +3 New
PWA
316
Principia Wealth Advisory
Texas
$258 – – –
RCM
317
Raleigh Capital Management
North Carolina
$258 – – –
HIA
318
HFM Investment Advisors
New Jersey
$258 +$122 +1 +100%
QWM
319
Quaker Wealth Management
New Jersey
$258 +$243 +2 New
PWM
320
Parkworth Wealth Management
California
$129 – – –
PWAM
321
Private Wealth Asset Management
Iowa
$129 – – –
GRP
322
Global Retirement Partners
California
$129 +$122 +1 New
RWM
323
Rialto Wealth Management
New York
$129 +$122 +1 New
TFM
324
TFC Financial Management
Massachusetts
$129 +$122 +1 New
TIM
325
Tortoise Investment Management
New York
$129 +$122 +1 New
11 12
13
14 15

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.