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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 %
HFS
276
Hantz Financial Services
Michigan
$3.22M +$1.37M +11,336 +74%
SP
277
SIH Partners
Delaware
$3.22M -$209K -1,724 -6%
KPWS
278
Kestra Private Wealth Services
Texas
$3.22M +$536K +4,426 +20%
AP
279
Americana Partners
Texas
$3.21M +$95.8K +792 +3%
PFS
280
Prospera Financial Services
Texas
$3.21M +$557K +4,598 +21%
GIM
281
Glenmede Investment Management
Pennsylvania
$3.19M +$3.19M +26,337 New
WA
282
Wambolt & Associates
Colorado
$3.16M -$169K -1,374 -5%
FPF
283
First Pacific Financial
Washington
$3.15M +$3.15M +26,055 New
PIM
284
Penobscot Investment Management
Massachusetts
$3.12M
AWA
285
Arkadios Wealth Advisors
Georgia
$3.1M -$107K -886 -3%
LJHT
286
Laurie J. Hall Trustee
$3.04M -$121K -1,000 -4%
QP
287
Quartz Partners
New York
$3.04M -$16.6K -137 -0.5%
ECM
288
EagleClaw Capital Management
Massachusetts
$3.01M
SCM
289
Shelton Capital Management
Colorado
$3.01M +$2.06M +17,045 +217%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$3.01M +$111K +914 +4%
SAMC
291
Spectrum Asset Management (California)
California
$2.98M +$2.98M +24,655 New
FFM
292
Forum Financial Management
Illinois
$2.98M +$10.6K +88 +0.4%
MCM
293
MAI Capital Management
Ohio
$2.96M +$245K +2,025 +9%
PP
294
Patten & Patten
Tennessee
$2.95M -$345K -2,852 -10%
ADMI
295
Albert D. Mason Inc
Massachusetts
$2.95M -$201K -1,664 -6%
BSAM
296
Blue Square Asset Management
New York
$2.94M +$374K +3,089 +15%
FBC
297
Fairfield, Bush & Co
Connecticut
$2.93M -$100K -828 -3%
FC
298
FCA Corp
Texas
$2.91M +$62.8K +519 +2%
MOS
299
MGO One Seven
Ohio
$2.9M +$77.9K +644 +3%
AW
300
Apricus Wealth
South Carolina
$2.88M +$55.7K +460 +2%