NVS icon

Novartis

1,351 hedge funds and large institutions have $15.9B invested in Novartis in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 488 increasing their positions, 465 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+13
Holders Change %
+0.97%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
116
Increased
488
Reduced
465
Closed
72
Calls
$269M
Puts
$331M
Net Calls
-$61.7M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
226
Baldwin Wealth Partners
Massachusetts
$4.56M -$457K -3,776 -9%
CGH
227
Crossmark Global Holdings
Texas
$4.52M -$158K -1,306 -3%
HTC
228
Haverford Trust Company
Pennsylvania
$4.51M -$3.27K -27 -0.1%
SFM
229
Sphera Funds Management
Israel
$4.48M -$1.57M -13,000 -26%
PS
230
Principal Securities
Iowa
$4.44M +$946K +7,814 +27%
AAS
231
Avantax Advisory Services
Texas
$4.34M +$348K +2,878 +9%
DP
232
Dearborn Partners
Illinois
$4.26M -$3.26M -26,963 -43%
WIC
233
Woodmont Investment Counsel
Tennessee
$4.21M -$41.6K -344 -1%
Diamond Hill Capital Management
234
Diamond Hill Capital Management
Ohio
$4.15M
TCCM
235
Timber Creek Capital Management
Massachusetts
$4.1M -$229K -1,947 -5%
AAM
236
Azzad Asset Management
Virginia
$4.09M -$165K -1,364 -4%
DC
237
Davenport & Co
Virginia
$4.08M +$334K +2,758 +9%
PHS
238
Pekin Hardy Strauss
Illinois
$4.05M -$212K -1,754 -5%
DWP
239
Daymark Wealth Partners
Ohio
$4.03M +$449K +3,709 +13%
ACM
240
Aquatic Capital Management
Illinois
$4.02M +$4.02M +33,240 New
VA
241
Vident Advisory
Georgia
$4.01M +$35.1K +290 +0.9%
WA
242
WealthTrust Axiom
Pennsylvania
$3.95M -$270K -2,235 -6%
CWG
243
Cornerstone Wealth Group
North Carolina
$3.95M +$142K +1,173 +4%
CTA
244
Chesley Taft & Associates
Illinois
$3.78M -$115K -950 -3%
MC
245
Moors & Cabot
Massachusetts
$3.76M +$220K +1,815 +6%
NIM
246
Northeast Investment Management
Massachusetts
$3.75M -$7.99K -66 -0.2%
MFG
247
Merit Financial Group
Georgia
$3.69M +$1.28M +10,542 +53%
FWIA
248
Fort Washington Investment Advisors
Ohio
$3.65M -$127K -1,050 -3%
ASN
249
Advisory Services Network
Georgia
$3.65M +$85K +747 +2%
PCA
250
Providence Capital Advisors
North Carolina
$3.65M +$102K +840 +3%