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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 %
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$1.8M -$300K -2,723 -14%
AWP
377
Ascent Wealth Partners
New York
$1.8M -$6.91K -62 -0.4%
KFS
378
Kurt F. Somerville
$1.79M -$115K -1,035 -6%
DWT
379
Dorsey & Whitney Trust
South Dakota
$1.79M -$10K -90 -0.6%
EF
380
Empowered Funds
Pennsylvania
$1.76M +$1.76M +15,825 New
EFMC
381
Empire Financial Management Company
New York
$1.75M +$47K +422 +3%
AI
382
Arvest Investments
Arkansas
$1.73M -$91.5K -821 -5%
BCM
383
BTC Capital Management
Iowa
$1.71M +$52.7K +473 +3%
FFA
384
Farther Finance Advisors
California
$1.71M +$371K +3,389 +28%
HFS
385
Hantz Financial Services
Michigan
$1.71M -$62.7K -562 -4%
IA
386
IAM Advisory
Pennsylvania
$1.69M +$4.01K +36 +0.2%
LBC
387
Lowe Brockenbrough & Co
Virginia
$1.68M -$25.5K -221 -1%
MFG
388
Mosaic Financial Group
Illinois
$1.67M -$10.4K -93 -0.6%
USCWA
389
U.S. Capital Wealth Advisors
Texas
$1.67M +$35K +314 +2%
Squarepoint
390
Squarepoint
New York
$1.67M +$1.25M +11,205 +299%
CCIA
391
Campbell & Co Investment Adviser
Maryland
$1.67M -$9.44M -84,674 -85%
FHA
392
First Horizon Advisors
Tennessee
$1.67M +$55.1K +494 +3%
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$1.66M -$139K -1,250 -8%
GVAG
394
Great Valley Advisor Group
Delaware
$1.63M -$3.17M -28,462 -66%
AWA
395
Aaron Wealth Advisors
Illinois
$1.62M +$50.9K +457 +3%
NAMP
396
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.61M -$44.6K -400 -3%
VFA
397
Voya Financial Advisors
Connecticut
$1.61M -$10.7K -95 -0.7%
MIM
398
Marco Investment Management
Georgia
$1.61M -$19.5K -175 -1%
CWM
399
Compass Wealth Management
Connecticut
$1.58M -$89.2K -800 -5%
LWL
400
Leo Wealth LLC
Texas
$1.58M +$256K +2,297 +19%
14 15
16
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