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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 %
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$2.07M +$110K +921 +6%
MIP
352
Marietta Investment Partners
Wisconsin
$2.07M -$72.6K -600 -3%
SC
353
Savant Capital
Illinois
$2.07M +$546K +4,514 +36%
IWC
354
Integrated Wealth Concepts
Massachusetts
$2.06M -$499K -4,126 -20%
MYIA
355
Mount Yale Investment Advisors
Colorado
$2.05M -$514K -4,244 -20%
NVCHI
356
New Vernon Capital Holdings II
New Jersey
$2.05M -$165M -1,366,333 -99%
HL
357
HeadInvest LLC
Maine
$2.04M -$97.7K -807 -5%
AWC
358
Abundance Wealth Counselors
Pennsylvania
$2.04M +$382K +3,158 +23%
PG
359
Patten Group
Tennessee
$2.04M -$14.2K -117 -0.7%
PWM
360
Perigon Wealth Management
California
$2.03M -$15K -124 -0.7%
RIL
361
Rothschild Investment LLC
Illinois
$2.01M +$5.81K +48 +0.3%
AMG
362
Advisors Management Group
Wisconsin
$2M -$26K -215 -1%
PAM
363
Palisade Asset Management
Minnesota
$1.99M -$21.2K -175 -1%
QWM
364
Quadcap Wealth Management
Texas
$1.99M +$450K +3,722 +29%
LWL
365
Leo Wealth LLC
Texas
$1.98M +$267K +2,210 +16%
ACA
366
Aptus Capital Advisors
Alabama
$1.96M -$29.3K -242 -1%
AWP
367
Ascent Wealth Partners
New York
$1.94M -$16.5K -136 -0.8%
EFMC
368
Empire Financial Management Company
New York
$1.93M +$29.5K +244 +2%
IA
369
IAM Advisory
Pennsylvania
$1.92M +$85.3K +705 +5%
LFAS
370
Level Four Advisory Services
Texas
$1.92M +$556K +4,596 +41%
MFGM
371
Marshall Financial Group (Maryland)
Maryland
$1.91M +$1.91M +15,634 New
BCM
372
BTC Capital Management
Iowa
$1.91M +$44.5K +368 +2%
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$1.89M +$343K +2,831 +22%
Bessemer Group
374
Bessemer Group
New Jersey
$1.88M +$518K +4,284 +38%
USCWA
375
U.S. Capital Wealth Advisors
Texas
$1.88M +$65.7K +543 +4%