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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 %
Walleye Trading
351
Walleye Trading
New York
$2.01M -$556K -4,989 -22%
III
352
Independent Investors Inc
New York
$2M – – –
CAG
353
Csenge Advisory Group
Florida
$1.99M +$175K +1,581 +10%
FRM
354
Fox Run Management
Connecticut
$1.99M +$374K +3,351 +23%
S
355
SimplyRich
California
$1.98M +$210K +1,884 +12%
MIP
356
Marietta Investment Partners
Wisconsin
$1.97M -$12.3K -110 -0.6%
HL
357
HeadInvest LLC
Maine
$1.97M -$17.8K -160 -0.9%
JPWM
358
Jamison Private Wealth Management
Georgia
$1.97M -$80.3K -720 -4%
GT
359
Greenleaf Trust
Michigan
$1.96M -$18.8K -169 -0.9%
AUB
360
Atlantic Union Bankshares
Virginia
$1.96M +$9.48K +85 +0.5%
TPM
361
Triasima Portfolio Management
Quebec, Canada
$1.95M -$338K -3,033 -15%
TD Asset Management
362
TD Asset Management
Ontario, Canada
$1.94M +$153K +1,374 +9%
BFA
363
Benedict Financial Advisors
Georgia
$1.94M +$67K +601 +4%
NPA
364
Nichols & Pratt Advisers
Massachusetts
$1.94M -$33.4K -300 -2%
Russell Investments Group
365
Russell Investments Group
United Kingdom
$1.9M +$778K +6,977 +69%
PG
366
Patten Group
Tennessee
$1.89M +$70.1K +629 +4%
PWM
367
Perigon Wealth Management
California
$1.88M -$39K -350 -2%
AA
368
Altman Advisors
Illinois
$1.87M +$57.8K +509 +3%
AMG
369
Advisors Management Group
Wisconsin
$1.87M -$32.8K -294 -2%
CC
370
Callan Capital
California
$1.86M +$598K +5,366 +47%
Lido Advisors
371
Lido Advisors
California
$1.86M -$6.69K -58 -0.4%
PAM
372
Palisade Asset Management
Minnesota
$1.85M – – –
RIL
373
Rothschild Investment LLC
Illinois
$1.84M -$16.6K -149 -0.9%
DAS
374
Dynamic Advisor Solutions
Arizona
$1.84M -$2.23K -20 -0.1%
ACA
375
Aptus Capital Advisors
Alabama
$1.83M +$41.5K +372 +2%
13 14
15
16 17