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Novartis

1,353 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, 467 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+15
Holders Change %
+1.12%
% of All Funds
18.15%
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
467
Closed
72
Calls
$269M
Puts
$331M
Net Calls
-$61.7M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
251
Providence Capital Advisors
North Carolina
$3.65M +$102K +840 +3%
Lido Advisors
252
Lido Advisors
California
$3.63M +$1.68M +13,881 +86%
KAS
253
Kestra Advisory Services
Texas
$3.6M +$8.83K +73 +0.2%
PSC
254
Prentiss Smith & Co
Vermont
$3.55M -$2.25M -18,558 -39%
NCM
255
Northside Capital Management
Oregon
$3.54M +$3.15M +25,994 +789%
TWC
256
TD Waterhouse Canada
Ontario, Canada
$3.53M +$9.23K +75 +0.3%
GLA
257
Great Lakes Advisors
Illinois
$3.53M +$270K +2,235 +8%
CL
258
Choreo LLC
Illinois
$3.52M +$96.2K +795 +3%
YCM
259
Yousif Capital Management
Michigan
$3.5M +$173K +1,429 +5%
NB
260
NBT Bank
New York
$3.48M -$62.8K -519 -2%
OA
261
Oxbow Advisors
Texas
$3.46M +$117K +963 +3%
DS
262
DRW Securities
Illinois
$3.46M +$3.09M +25,515 +822%
AUB
263
Atlantic Union Bankshares
Virginia
$3.46M +$1.33M +10,969 +62%
CIP
264
Capital Insight Partners
Arizona
$3.44M -$290K -2,393 -8%
MFFIA
265
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.44M -$6.05K -50 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
266
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.43M -$7.82M -64,632 -69%
Acadian Asset Management
267
Acadian Asset Management
Massachusetts
$3.42M -$8.23K -68 -0.2%
Fayez Sarofim & Co
268
Fayez Sarofim & Co
Texas
$3.4M -$96.8K -800 -3%
VT
269
Vise Technologies
New York
$3.34M +$3.34M +27,627 New
Squarepoint
270
Squarepoint
New York
$3.33M +$1.52M +12,582 +84%
TNBTD
271
Trustmark National Bank Trust Department
Mississippi
$3.29M -$15.9K -131 -0.5%
WTC
272
WhitTier Trust Company
Nevada
$3.26M +$306K +2,529 +10%
NGA
273
Naples Global Advisors
Florida
$3.25M -$48.3K -399 -1%
BP
274
Ballentine Partners
Massachusetts
$3.24M +$136K +1,126 +4%
TCM
275
Telos Capital Management
California
$3.23M -$90.5K -748 -3%