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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 %
FM
326
Foster & Motley
Ohio
$2.42M +$125K +1,030 +5%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$2.37M -$446K -3,689 -16%
IC
328
IEQ Capital
California
$2.35M +$665K +5,493 +40%
EHC
329
Everett Harris & Co
California
$2.34M -$175K -1,450 -7%
ORG
330
Optimist Retirement Group
Washington
$2.33M +$8.35K +69 +0.4%
CA
331
Clearstead Advisors
Ohio
$2.3M +$15.5K +128 +0.7%
TCOT
332
Trust Company of Toledo
Ohio
$2.29M -$22.9K -189 -1%
JIC
333
Johnson Investment Counsel
Ohio
$2.26M -$48.4K -400 -2%
WWA
334
WCG Wealth Advisors
Nevada
$2.25M +$21.1K +174 +0.9%
KBG
335
Kahn Brothers Group
New York
$2.24M -$416K -3,438 -16%
NAM
336
NorthCrest Asset Manangement
Minnesota
$2.23M -$33.5K -275 -1%
AFM
337
Abbot Financial Management
Massachusetts
$2.22M -$10.5K -87 -0.5%
IIM
338
Ipswich Investment Management
Massachusetts
$2.19M -$162K -1,335 -7%
III
339
Independent Investors Inc
New York
$2.17M
PCIA
340
Prime Capital Investment Advisors
Kansas
$2.17M -$201K -1,662 -8%
S
341
SimplyRich
California
$2.15M
CAG
342
Csenge Advisory Group
Florida
$2.13M +$50K +432 +2%
BFA
343
Benedict Financial Advisors
Georgia
$2.13M +$19.5K +161 +0.9%
JPWM
344
Jamison Private Wealth Management
Georgia
$2.13M -$13.3K -110 -0.6%
CCA
345
Checchi Capital Advisers
California
$2.11M -$89.5K -740 -4%
TPM
346
Triasima Portfolio Management
Quebec, Canada
$2.11M
KCM
347
Kathmere Capital Management
Pennsylvania
$2.1M -$167K -1,379 -7%
FFA
348
Farther Finance Advisors
California
$2.1M +$206K +1,700 +11%
AA
349
Altman Advisors
Illinois
$2.09M +$67.3K +547 +3%
NPA
350
Nichols & Pratt Advisers
Massachusetts
$2.09M -$22.4K -185 -1%