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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 %
PEAK6
376
PEAK6
Illinois
$1.88M +$1.88M +15,516 New
AWA
377
Aaron Wealth Advisors
Illinois
$1.84M +$79.1K +654 +4%
DWT
378
Dorsey & Whitney Trust
South Dakota
$1.84M -$104K -863 -5%
CUAMC
379
China Universal Asset Management Company
China
$1.82M +$457K +3,780 +34%
MFG
380
Mosaic Financial Group
Illinois
$1.81M
BEAM
381
Baker Ellis Asset Management
Washington
$1.76M +$266K +2,200 +18%
LBC
382
Lowe Brockenbrough & Co
Virginia
$1.76M +$1.45K +12 +0.1%
Adage Capital Partners
383
Adage Capital Partners
Massachusetts
$1.75M +$1.75M +14,481 New
HCMT
384
Highland Capital Management (Tennessee)
Tennessee
$1.75M -$48.4K -400 -3%
FPWM
385
FSB Premier Wealth Management
Iowa
$1.73M +$271K +2,236 +18%
KFS
386
Kurt F. Somerville
$1.73M -$214K -1,770 -11%
SGA
387
Strategic Global Advisors
California
$1.72M +$210K +1,732 +14%
VFA
388
Voya Financial Advisors
Connecticut
$1.72M +$5.52K +46 +0.3%
WCM
389
Wellington Capital Management
Maryland
$1.71M +$1.71M +14,141 New
NAMP
390
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.71M -$42.4K -350 -2%
AG
391
Ascent Group
Virginia
$1.71M +$11.7K +97 +0.7%
MIM
392
Marco Investment Management
Georgia
$1.71M -$36.3K -300 -2%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$1.71M +$368K +3,038 +27%
LIP
394
Lighthouse Investment Partners
Florida
$1.69M +$1.69M +14,000 New
SCM
395
Stonebridge Capital Management
California
$1.69M
PCM
396
Parsons Capital Management
Rhode Island
$1.67M -$3.27K -27 -0.2%
WA
397
Waverly Advisors
Alabama
$1.67M +$20.9K +173 +1%
PNC
398
Park National Corp
Ohio
$1.66M -$10.9K -90 -0.7%
ACM
399
Ativo Capital Management
Illinois
$1.66M +$197K +1,625 +13%
VAS
400
Vestmark Advisory Solutions
Massachusetts
$1.65M +$631K +5,217 +62%