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Novartis
NVS

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$915M
2
Optiver Holding
2
Optiver Holding
Netherlands
$62.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$68.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.1B
5
Millennium Management
5
Millennium Management
New York
$102M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$19.2M
2
NVCHI
2
New Vernon Capital Holdings II
New Jersey
$2.05M
3
Dodge & Cox
3
Dodge & Cox
California
$1.29B
4
Goldman Sachs
4
Goldman Sachs
New York
$308M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
301
Simplex Trading
Illinois
$2.87M +$2.87M +23,703 New
TAM
302
Tealwood Asset Management
Minnesota
$2.85M -$88.5K -731 -3%
PMWMG
303
Parr McKnight Wealth Management Group
Minnesota
$2.84M -$54.6K -451 -2%
ECM
304
Evergreen Capital Management
Washington
$2.82M +$675K +5,578 +31%
CIA
305
Choate Investment Advisors
Massachusetts
$2.8M – – –
Russell Investments Group
306
Russell Investments Group
United Kingdom
$2.77M +$707K +5,846 +34%
ANTB
307
AMG National Trust Bank
Colorado
$2.75M -$12.1K -100 -0.4%
MPPW
308
Mitchell & Pahl Private Wealth
Oklahoma
$2.73M +$38.6K +319 +1%
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$2.72M +$265K +2,188 +11%
HNB
310
Huntington National Bank
Ohio
$2.69M -$27.8K -230 -1%
BIG
311
Brooklyn Investment Group
New York
$2.67M +$1.82M +15,064 +214%
AAM
312
Advisors Asset Management
Colorado
$2.65M -$296K -2,450 -10%
DA
313
Denali Advisors
California
$2.64M -$14.9K -123 -0.6%
CB
314
Commerce Bank
Missouri
$2.64M -$245K -2,028 -9%
CIA
315
Cascade Investment Advisors
Oregon
$2.63M -$58.1K -480 -2%
FM
316
Family Management
New York
$2.54M +$8.96K +74 +0.4%
BFS
317
Bradley Foster & Sargent
Connecticut
$2.54M -$726K -6,003 -22%
TD Asset Management
318
TD Asset Management
Ontario, Canada
$2.5M +$396K +3,271 +19%
AFG
319
Atomi Financial Group
New York
$2.5M -$136K -1,121 -5%
CT
320
Coastline Trust
Rhode Island
$2.5M – – –
BFG
321
Beacon Financial Group
Texas
$2.49M -$10.2K -84 -0.4%
CCG
322
Cloverfields Capital Group
Minnesota
$2.48M +$145K +1,200 +6%
OPA
323
Old Port Advisors
Maine
$2.47M +$138K +1,144 +6%
DAS
324
Dynamic Advisor Solutions
Arizona
$2.47M +$467K +3,861 +23%
PAMS
325
Pinpoint Asset Management (Singapore)
$2.42M +$2.42M +20,000 New
11 12
13
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