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Novartis
NVS

Overview Fund Activity

1,338 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, 424 increasing their positions, 501 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
+11
Holders Change %
+0.83%
% of All Funds
18.17%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
121
Increased
424
Reduced
501
Closed
79
Calls
$246M
Puts
$281M
Net Calls
-$34.8M
Net Calls Change
+$25.5M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$531M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$202M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$121M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$88.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.2M
3
Primecap Management
Primecap Management
California
-$71.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
301
Advisors Asset Management
Colorado
$2.71M -$179K -1,604 -6%
TAM
302
Tealwood Asset Management
Minnesota
$2.71M +$7.02K +63 +0.3%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$2.67M -$2.28M -20,417 -46%
PMWMG
304
Parr McKnight Wealth Management Group
Minnesota
$2.66M +$351K +3,149 +15%
CB
305
Commerce Bank
Missouri
$2.65M +$288K +2,581 +12%
FC
306
FCA Corp
Texas
$2.63M -$74K -664 -3%
AW
307
Apricus Wealth
South Carolina
$2.6M +$167K +1,495 +7%
MOS
308
MGO One Seven
Ohio
$2.6M -$491K -4,403 -16%
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$2.6M -$1.54M -13,780 -37%
CIA
310
Choate Investment Advisors
Massachusetts
$2.58M -$1.51M -13,572 -37%
ANTB
311
AMG National Trust Bank
Colorado
$2.55M +$22.3K +200 +0.9%
AQR Capital Management
312
AQR Capital Management
Connecticut
$2.52M +$1.28M +11,444 +103%
MCM
313
MAI Capital Management
Ohio
$2.5M -$178K -1,593 -7%
HNB
314
Huntington National Bank
Ohio
$2.5M -$151K -1,354 -6%
PA
315
Procyon Advisors
Connecticut
$2.49M +$192K +1,721 +8%
CIA
316
Cascade Investment Advisors
Oregon
$2.48M -$40.1K -360 -2%
MPPW
317
Mitchell & Pahl Private Wealth
Oklahoma
$2.48M +$4.57K +41 +0.2%
KPWS
318
Kestra Private Wealth Services
Texas
$2.47M +$599K +5,371 +32%
DA
319
Denali Advisors
California
$2.45M -$19.6K -176 -0.8%
KBG
320
Kahn Brothers Group
New York
$2.44M +$81.2K +728 +3%
PFS
321
Prospera Financial Services
Texas
$2.44M +$477K +4,274 +24%
AFG
322
Atomi Financial Group
New York
$2.43M +$650K +5,828 +37%
OCAM
323
Onex Canada Asset Management
Ontario, Canada
$2.42M +$451K +4,050 +23%
ABTD
324
Arvest Bank Trust Division
Oklahoma
$2.41M -$82.2K -737 -3%
MYIA
325
Mount Yale Investment Advisors
Colorado
$2.36M +$6.47K +58 +0.3%
11 12
13
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