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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 %
RGC
401
Roberts, Glore & Co
Illinois
$1.58M – – –
AG
402
Ascent Group
Virginia
$1.56M +$800K +7,176 +105%
SCM
403
Stonebridge Capital Management
California
$1.56M -$72.5K -650 -4%
IC
404
IEQ Capital
California
$1.55M +$226K +2,026 +17%
PCM
405
Parsons Capital Management
Rhode Island
$1.55M +$13.6K +122 +0.9%
PNC
406
Park National Corp
Ohio
$1.54M -$105K -943 -6%
AWC
407
Abundance Wealth Counselors
Pennsylvania
$1.53M +$98.9K +887 +7%
BGC
408
Beutel, Goodman & Co
Ontario, Canada
$1.53M +$1.23M +11,045 +413%
GC
409
Guggenheim Capital
Illinois
$1.53M +$128K +1,147 +9%
FNBT
410
FineMark National Bank & Trust
Florida
$1.52M -$23.5K -211 -2%
WA
411
Waverly Advisors
Alabama
$1.52M +$375K +3,362 +33%
LFA
412
Legacy Financial Advisors
Kentucky
$1.51M -$23.6K -212 -2%
AIA
413
AIMZ Investment Advisors
California
$1.49M +$7.14K +64 +0.5%
DM
414
Delphi Management
Massachusetts
$1.48M -$113K -1,010 -7%
S4W
415
Solutions 4 Wealth
Texas
$1.47M -$67.1K -602 -4%
SC
416
Sepio Capital
Utah
$1.47M -$54.5K -489 -4%
SGI
417
Summit Global Investments
Utah
$1.46M -$2.57M -23,033 -64%
SIA
418
Schechter Investment Advisors
Michigan
$1.46M -$151K -1,355 -9%
BFO
419
Boston Family Office
Massachusetts
$1.44M – – –
IA
420
IFG Advisory
Georgia
$1.43M +$1.16M +10,430 +428%
KCM
421
Kennedy Capital Management
Missouri
$1.43M -$334K -2,995 -19%
PFS
422
Physicians Financial Services
North Carolina
$1.43M -$26.1K -234 -2%
PA
423
Parallel Advisors
California
$1.43M -$177K -1,586 -11%
BCFD
424
Boit C.F. David
$1.43M – – –
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$73K +655 +5%
15 16
17
18 19