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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 %
BSAM
326
Blue Square Asset Management
New York
$2.36M -$38.2K -343 -2%
IWC
327
Integrated Wealth Concepts
Massachusetts
$2.36M -$328K -2,940 -12%
MIS
328
Morningstar Investment Services
Illinois
$2.34M -$2.09M -18,739 -47%
FM
329
Family Management
New York
$2.33M +$89.9K +806 +4%
EHC
330
Everett Harris & Co
California
$2.32M -$26.2K -235 -1%
BFG
331
Beacon Financial Group
Texas
$2.3M -$109K -982 -5%
CT
332
Coastline Trust
Rhode Island
$2.3M – – –
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$2.26M -$483K -4,333 -18%
MFG
334
Merit Financial Group
Georgia
$2.23M +$1.02M +9,187 +85%
PCIA
335
Prime Capital Investment Advisors
Kansas
$2.18M +$128K +1,144 +6%
IIM
336
Ipswich Investment Management
Massachusetts
$2.17M -$85.3K -765 -4%
CCG
337
Cloverfields Capital Group
Minnesota
$2.15M -$9.25K -83 -0.4%
OPA
338
Old Port Advisors
Maine
$2.15M -$31.7K -284 -1%
ORG
339
Optimist Retirement Group
Washington
$2.14M +$15.3K +137 +0.7%
TCOT
340
Trust Company of Toledo
Ohio
$2.13M -$29K -260 -1%
JIC
341
Johnson Investment Counsel
Ohio
$2.13M +$91K +816 +4%
FM
342
Foster & Motley
Ohio
$2.11M +$24.7K +222 +1%
CA
343
Clearstead Advisors
Ohio
$2.11M -$11.9K -107 -0.6%
KCM
344
Kathmere Capital Management
Pennsylvania
$2.09M +$645K +5,788 +45%
NAM
345
NorthCrest Asset Manangement
Minnesota
$2.07M -$141K -1,263 -6%
WWA
346
WCG Wealth Advisors
Nevada
$2.05M -$215K -1,931 -9%
AFM
347
Abbot Financial Management
Massachusetts
$2.05M -$51.3K -460 -2%
ECM
348
Evergreen Capital Management
Washington
$2.04M +$29.1K +252 +1%
Barclays
349
Barclays
United Kingdom
$2.04M +$1.89M +16,959 +1,291%
CCA
350
Checchi Capital Advisers
California
$2.03M +$101K +903 +5%
12 13
14
15 16