Novartis
NVS
1,356 hedge funds and large institutions have $15.4B invested in Novartis in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 428 increasing their positions, 508 reducing their positions, and 80 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
51% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 80
19% more capital invested
Capital invested by funds: $12.9B → $15.4B (+$2.46B)
1% more funds holding
Funds holding: 1,340 → 1,356 (+16)
0.63% more ownership
Funds ownership: 5.95% → 6.59% (+0.63%)
12% less call options, than puts
Call options by funds: $246M | Put options by funds: $281M
16% less repeat investments, than reductions
Existing positions increased: 428 | Existing positions reduced: 508
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$507M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$193M |
| 3 |
Goldman Sachs
New York
|
+$147M |
| 4 |
NVCHI
New Vernon Capital Holdings II
Morristown,
New Jersey
|
+$146M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$88.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.9M |
| 3 |
Primecap Management
Pasadena,
California
|
-$68.4M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$63.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$61.4M |
NVS Hedge Fund Activity: Q1 2025 in Review
1,356 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q1 2025, worth a combined $15.4B — up 19% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new NVS positions and 80 closed out — a net gain of 41 holders — while 428 added to existing stakes and 508 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $507M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $88.3M sold.
- 1,356 institutional investors held Novartis (NVS) as of Q1 2025, up from 1,340 in Q4 2024.
- Funds reported $15.4B of Novartis stock for Q1 2025, up 19% quarter-over-quarter.
- 121 funds opened new Novartis positions in Q1 2025 and 80 closed out, a net change of +41 holders.
- The largest Novartis buyer in Q1 2025 was Fisher Asset Management, an estimated $507M added.
- The largest Novartis seller in Q1 2025 was Capital Research Global Investors, an estimated $88.3M sold.
Based on aggregated 13F filings for Q1 2025.